Filed September 19, 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 | $43,155 | $67,602-36.2% | $82,312-47.6% | $70,126-38.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.91% | 21.57%-4.7pp | 25.88%-9.0pp | 73.15%-56.2pp |
| Employer contribution / active EE | $1,596 | $1,755-9.1% | $2,428-34.3% | $2,343-31.9% |
| Participant deferral / active EE | $1,881 | $2,987-37.0% | $3,706-49.3% | $3,332-43.5% |
| Admin fee / account holder | $1,871 | $4,512-58.5% | $5,608-66.6% | $4,645-59.7% |