Filed June 18, 2024
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,870 | $86,949-47.2% | $102,460-55.2% | $80,959-43.3% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.7%+18.0pp |
| Annual return | 11.21% | 18.89%-7.7pp | 29.47%-18.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $193 | $2,370-91.8% | $3,025-93.6% | $2,757-93.0% |
| Participant deferral / active EE | $2,619 | $4,121-36.4% | $5,056-48.2% | $4,300-39.1% |
| Admin fee / account holder | $7,178 | $8,048-10.8% | $9,460-24.1% | $6,925+3.6% |