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 | $25,287 | $54,763-53.8% | $90,324-72.0% | $72,976-65.3% |
| Participation rate | 78.1% | 65.2%+12.9pp | 73.3%+4.8pp | 69.5%+8.6pp |
| Annual return | 20.81% | 30.63%-9.8pp | 78.15%-57.3pp | 81.02%-60.2pp |
| Employer contribution / active EE | $1,019 | $2,093-51.3% | $2,856-64.3% | $2,440-58.2% |
| Participant deferral / active EE | $3,029 | $2,887+4.9% | $3,885-22.0% | $3,608-16.0% |
| Admin fee / account holder | $2,849 | $3,973-28.3% | $5,356-46.8% | $5,124-44.4% |