Filed January 4, 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 | $28,711 | $57,590-50.1% | $86,233-66.7% | $82,448-65.2% |
| Participation rate | 87.0% | 57.9%+29.1pp | 69.0%+17.9pp | 68.1%+18.9pp |
| Annual return | 21.81% | 22.41%-0.6pp | 61.39%-39.6pp | 41.64%-19.8pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,102 | $3,080+33.2% | $4,559-10.0% | $4,139-0.9% |
| Admin fee / account holder | $3,896 | $4,730-17.6% | $8,342-53.3% | $7,234-46.1% |