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 | $26,608 | $75,962-65.0% | $154,108-82.7% | $64,173-58.5% |
| Participation rate | 89.4% | 70.4%+18.9pp | 83.0%+6.3pp | 69.6%+19.8pp |
| Annual return | -0.07% | 30.32%-30.4pp | 735.21%-735.3pp | 7.63%-7.7pp |
| Employer contribution / active EE | $998 | $3,350-70.2% | $5,298-81.2% | $2,381-58.1% |
| Participant deferral / active EE | $4,178 | $3,175+31.6% | $5,081-17.8% | $3,470+20.4% |
| Admin fee / account holder | $6,935 | $5,589+24.1% | $13,411-48.3% | $4,887+41.9% |