Filed February 2, 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 | $56,763 | $61,660-7.9% | $80,022-29.1% | $64,173-11.5% |
| Participation rate | 77.1% | 71.7%+5.5pp | 75.8%+1.3pp | 69.6%+7.6pp |
| Annual return | -1.61% | -0.33%-1.3pp | 11.22%-12.8pp | 7.63%-9.2pp |
| Employer contribution / active EE | $3,656 | $1,810+102.0% | $2,468+48.1% | $2,381+53.6% |
| Participant deferral / active EE | $7,098 | $2,968+139.2% | $3,686+92.6% | $3,470+104.6% |
| Admin fee / account holder | $7,216 | $5,417+33.2% | $6,521+10.7% | $4,887+47.6% |