Filed September 30, 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 | $50,116 | $127,387-60.7% | $115,038-56.4% | $125,389-60.0% |
| Participation rate | 82.6% | 84.2%-1.5pp | 81.4%+1.2pp | 83.2%-0.6pp |
| Annual return | -1.20% | 31.28%-32.5pp | 26.14%-27.3pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,887 | $5,166-63.5% | $4,608-59.1% | $4,866-61.2% |
| Participant deferral / active EE | $3,053 | $6,423-52.5% | $6,026-49.3% | $5,352-42.9% |
| Admin fee / account holder | $832 | $9,516-91.3% | $8,175-89.8% | $9,541-91.3% |