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 | $34,541 | $65,409-47.2% | $98,452-64.9% | $85,854-59.8% |
| Participation rate | 95.0% | 65.0%+30.0pp | 73.3%+21.7pp | 69.3%+25.7pp |
| Annual return | 12.74% | 21.76%-9.0pp | 1492.96%-1480.2pp | 318.56%-305.8pp |
| Employer contribution / active EE | $964 | $2,168-55.5% | $2,960-67.4% | $2,565-62.4% |
| Participant deferral / active EE | $3,542 | $3,166+11.9% | $4,276-17.2% | $3,952-10.4% |
| Admin fee / account holder | $2,793 | $4,593-39.2% | $5,948-53.1% | $6,260-55.4% |