Filed December 18, 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 | $74,793 | $69,977+6.9% | $108,582-31.1% | $62,881+18.9% |
| Participation rate | 93.9% | 72.9%+21.0pp | 79.6%+14.3pp | 69.3%+24.6pp |
| Annual return | 6.67% | 10.73%-4.1pp | -51.70%+58.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,720 | $2,135-19.5% | $3,758-54.2% | $2,281-24.6% |
| Participant deferral / active EE | $5,859 | $3,165+85.1% | $4,311+35.9% | $3,203+82.9% |
| Admin fee / account holder | $8,930 | $5,076+75.9% | $7,645+16.8% | $4,296+107.9% |