Filed May 24, 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 | $38,071 | $160,028-76.2% | $147,080-74.1% | $145,884-73.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.31% | 98.60%-83.3pp | 420.17%-404.9pp | 551.85%-536.5pp |
| Employer contribution / active EE | $7,110 | $5,286+34.5% | $4,933+44.1% | $4,662+52.5% |
| Participant deferral / active EE | $7,704 | $8,422-8.5% | $8,066-4.5% | $6,690+15.2% |
| Admin fee / account holder | $2,105 | $15,030-86.0% | $12,989-83.8% | $13,392-84.3% |