Filed February 27, 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 | $73,269 | $82,674-11.4% | $125,381-41.6% | $68,486+7.0% |
| Participation rate | 90.9% | 75.1%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -18.78% | -5.97%-12.8pp | 572.31%-591.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $2,079 | $3,382-38.5% | $4,815-56.8% | $2,597-19.9% |
| Participant deferral / active EE | $5,214 | $6,111-14.7% | $7,448-30.0% | $4,028+29.5% |
| Admin fee / account holder | $1,391 | $6,277-77.8% | $10,007-86.1% | $5,404-74.3% |