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 | $32,396 | $54,353-40.4% | $82,726-60.8% | $68,498-52.7% |
| Participation rate | 87.9% | 63.9%+24.0pp | 72.6%+15.4pp | 67.9%+20.0pp |
| Annual return | -13.56% | -13.67%+0.1pp | 701.33%-714.9pp | -7.84%-5.7pp |
| Employer contribution / active EE | $662 | $2,218-70.2% | $3,009-78.0% | $2,596-74.5% |
| Participant deferral / active EE | $3,172 | $3,246-2.3% | $4,394-27.8% | $4,027-21.2% |
| Admin fee / account holder | $4,512 | $4,396+2.6% | $5,328-15.3% | $5,403-16.5% |