Filed January 6, 2025
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,206 | $185,312-95.6% | $161,489-94.9% | $154,746-94.7% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 23.66% | 103.84%-80.2pp | 89.72%-66.1pp | 172.34%-148.7pp |
| Employer contribution / active EE | $623 | $4,769-86.9% | $4,268-85.4% | $4,379-85.8% |
| Participant deferral / active EE | $3,680 | $6,350-42.0% | $5,630-34.6% | $6,730-45.3% |
| Admin fee / account holder | $2,455 | $18,654-86.8% | $16,006-84.7% | $14,365-82.9% |