Filed October 31, 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 | $120,722 | $106,864+13.0% | $147,318-18.1% | $82,637+46.1% |
| Participation rate | 76.7% | 75.5%+1.2pp | 82.1%-5.4pp | 68.1%+8.6pp |
| Annual return | 13.41% | 27.49%-14.1pp | 70.43%-57.0pp | 53.51%-40.1pp |
| Employer contribution / active EE | $2,797 | $3,417-18.1% | $4,593-39.1% | $2,552+9.6% |
| Participant deferral / active EE | $7,646 | $6,496+17.7% | $7,906-3.3% | $4,126+85.3% |
| Admin fee / account holder | $21,744 | $8,415+158.4% | $13,708+58.6% | $7,339+196.3% |