Filed November 7, 2023
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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 | $47,911 | $77,638-38.3% | $156,551-69.4% | $62,881-23.8% |
| Participation rate | 81.4% | 71.2%+10.2pp | 84.0%-2.7pp | 69.3%+12.1pp |
| Annual return | 7.42% | 50.33%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $956 | $3,444-72.2% | $5,501-82.6% | $2,281-58.1% |
| Participant deferral / active EE | $3,744 | $3,046+22.9% | $4,871-23.1% | $3,203+16.9% |
| Admin fee / account holder | $1,233 | $5,561-77.8% | $13,028-90.5% | $4,296-71.3% |