Filed October 28, 2024
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,550 | $154,228-40.0% | $145,433-36.4% | $137,256-32.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.85% | 74.59%-63.7pp | 66.58%-55.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $5,510 | $4,804+14.7% | $4,554+21.0% | $4,156+32.6% |
| Participant deferral / active EE | $17,882 | $8,216+117.6% | $7,897+126.4% | $6,407+179.1% |
| Admin fee / account holder | $51,081 | $14,344+256.1% | $13,129+289.1% | $12,270+316.3% |