Filed June 10, 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 | $47,997 | $58,048-17.3% | $94,215-49.1% | $65,306-26.5% |
| Participation rate | 72.0% | 45.3%+26.7pp | 70.0%+2.0pp | 57.7%+14.3pp |
| Annual return | 11.30% | 19.61%-8.3pp | 28.22%-16.9pp | 21.94%-10.6pp |
| Employer contribution / active EE | $1,670 | $1,427+17.1% | $2,675-37.6% | $1,967-15.1% |
| Participant deferral / active EE | $3,934 | $2,407+63.4% | $4,276-8.0% | $2,959+32.9% |
| Admin fee / account holder | $10,160 | $4,610+120.4% | $10,216-0.5% | $3,480+192.0% |