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.)
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 | $49,919 | $85,766-41.8% | $136,297-63.4% | $70,124-28.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.29% | 31.45%-12.2pp | 5156.19%-5136.9pp | 73.14%-53.9pp |
| Employer contribution / active EE | $3,093 | $2,966+4.3% | $4,696-34.1% | $2,342+32.0% |
| Participant deferral / active EE | $8,070 | $5,051+59.8% | $6,247+29.2% | $3,332+142.2% |
| Admin fee / account holder | $3,071 | $5,420-43.3% | $9,244-66.8% | $4,645-33.9% |