Filed July 1, 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 | $112,961 | $106,005+6.6% | $92,239+22.5% | $147,585-23.5% |
| Participation rate | 70.8% | 80.4%-9.6pp | 76.5%-5.6pp | 82.8%-12.0pp |
| Annual return | 21.11% | 50.05%-28.9pp | 176.29%-155.2pp | 578.58%-557.5pp |
| Employer contribution / active EE | $3,390 | $4,333-21.8% | $3,680-7.9% | $4,876-30.5% |
| Participant deferral / active EE | $7,249 | $4,478+61.9% | $3,897+86.0% | $5,439+33.3% |
| Admin fee / account holder | $8,289 | $6,333+30.9% | $5,194+59.6% | $10,886-23.9% |