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 | $162,797 | $88,778+83.4% | $81,844+98.9% | $145,884+11.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 53.72% | 1033.03%-979.3pp | 778.87%-725.2pp | 551.85%-498.1pp |
| Employer contribution / active EE | $9,044 | $3,087+193.0% | $2,916+210.1% | $4,662+94.0% |
| Participant deferral / active EE | $19,105 | $4,648+311.0% | $4,323+341.9% | $6,690+185.6% |
| Admin fee / account holder | $25,860 | $8,430+206.8% | $7,355+251.6% | $13,392+93.1% |