Filed July 23, 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 | $19,619 | $45,152-56.6% | $73,836-73.4% | $59,633-67.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.56% | 27.40%-26.8pp | 2268.06%-2267.5pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $1,161 | $1,901-38.9% | $2,787-58.3% | $2,203-47.3% |
| Participant deferral / active EE | $2,685 | $2,573+4.4% | $3,583-25.1% | $3,192-15.9% |
| Admin fee / account holder | $499 | $3,515-85.8% | $4,882-89.8% | $4,297-88.4% |