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 | $23,242 | $48,078-51.7% | $78,676-70.5% | $62,881-63.0% |
| Participation rate | 97.7% | 65.2%+32.5pp | 73.6%+24.2pp | 69.3%+28.4pp |
| Annual return | 6.34% | 31.36%-25.0pp | 62.19%-55.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,282 | $2,015-36.3% | $2,850-55.0% | $2,281-43.8% |
| Participant deferral / active EE | $2,976 | $2,587+15.0% | $3,517-15.4% | $3,203-7.1% |
| Admin fee / account holder | $1,214 | $3,206-62.1% | $4,510-73.1% | $4,296-71.7% |