Filed July 3, 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 | $63,838 | $51,631+23.6% | $129,397-50.7% | $80,925-21.1% |
| Participation rate | 86.5% | 56.9%+29.6pp | 69.6%+16.9pp | 67.7%+18.9pp |
| Annual return | 14.75% | 20.77%-6.0pp | 9453.98%-9439.2pp | 35.65%-20.9pp |
| Employer contribution / active EE | $1,829 | $1,583+15.5% | $4,154-56.0% | $2,756-33.6% |
| Participant deferral / active EE | $3,842 | $2,670+43.9% | $4,167-7.8% | $4,299-10.6% |
| Admin fee / account holder | $2,599 | $4,309-39.7% | $7,679-66.1% | $6,940-62.5% |