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 | $132,278 | $78,682+68.1% | $109,188+21.1% | $85,851+54.1% |
| Participation rate | 81.8% | 68.3%+13.5pp | 75.9%+5.9pp | 69.3%+12.5pp |
| Annual return | 18.64% | 25.09%-6.4pp | 25.76%-7.1pp | 318.63%-300.0pp |
| Employer contribution / active EE | $2,651 | $2,734-3.0% | $3,723-28.8% | $2,565+3.3% |
| Participant deferral / active EE | $7,179 | $3,468+107.0% | $4,654+54.3% | $3,952+81.6% |
| Admin fee / account holder | $490 | $5,470-91.0% | $6,755-92.7% | $6,261-92.2% |