Filed December 18, 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 | $114,062 | $65,367+74.5% | $92,915+22.8% | $72,976+56.3% |
| Participation rate | 73.3% | 68.3%+5.0pp | 76.0%-2.7pp | 69.5%+3.8pp |
| Annual return | 24.91% | 42.11%-17.2pp | 109.45%-84.5pp | 81.02%-56.1pp |
| Employer contribution / active EE | $2,342 | $2,594-9.7% | $3,653-35.9% | $2,440-4.0% |
| Participant deferral / active EE | $6,772 | $3,128+116.5% | $4,238+59.8% | $3,608+87.7% |
| Admin fee / account holder | $10,164 | $4,251+139.1% | $5,796+75.4% | $5,124+98.4% |