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 | $31,447 | $84,236-62.7% | $170,435-81.5% | $70,126-55.2% |
| Participation rate | 76.4% | 70.8%+5.5pp | 83.6%-7.2pp | 69.5%+6.8pp |
| Annual return | 12.44% | 23.06%-10.6pp | 205.94%-193.5pp | 73.15%-60.7pp |
| Employer contribution / active EE | $851 | $3,387-74.9% | $5,432-84.3% | $2,343-63.7% |
| Participant deferral / active EE | $3,262 | $3,086+5.7% | $4,939-34.0% | $3,332-2.1% |
| Admin fee / account holder | $4,076 | $5,698-28.5% | $13,881-70.6% | $4,645-12.3% |