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 | $97,582 | $102,429-4.7% | $147,096-33.7% | $80,925+20.6% |
| Participation rate | 87.9% | 75.9%+12.0pp | 82.2%+5.7pp | 67.7%+20.2pp |
| Annual return | 12.96% | 135.02%-122.1pp | 419.75%-406.8pp | 35.65%-22.7pp |
| Employer contribution / active EE | $2,505 | $3,716-32.6% | $4,936-49.2% | $2,756-9.1% |
| Participant deferral / active EE | $6,356 | $6,649-4.4% | $8,071-21.2% | $4,299+47.9% |
| Admin fee / account holder | $2,258 | $7,957-71.6% | $13,005-82.6% | $6,940-67.5% |