Filed October 9, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $545,156 | $197,625+175.9% | $177,840+206.5% | $158,966+242.9% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 13.43% | 58.76%-45.3pp | 48.32%-34.9pp | 302.95%-289.5pp |
| Employer contribution / active EE | $15,769 | $6,698+135.4% | $5,919+166.4% | $4,762+231.1% |
| Participant deferral / active EE | $10,349 | $8,405+23.1% | $7,714+34.2% | $5,983+73.0% |
| Admin fee / account holder | $422 | $15,405-97.3% | $12,431-96.6% | $11,250-96.3% |