Filed January 22, 2024
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,144 | $167,353+13.6% | $143,797+32.2% | $134,545+41.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.91% | 0.48%-11.4pp | -0.04%-10.9pp | 418.37%-429.3pp |
| Employer contribution / active EE | $3,328 | $5,620-40.8% | $4,952-32.8% | $4,742-29.8% |
| Participant deferral / active EE | $9,352 | $6,447+45.1% | $5,638+65.9% | $6,401+46.1% |
| Admin fee / account holder | $1,133 | $18,096-93.7% | $14,679-92.3% | $11,431-90.1% |