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 | $44,443 | $76,551-41.9% | $123,894-64.1% | $62,881-29.3% |
| Participation rate | 82.8% | 73.0%+9.8pp | 81.4%+1.3pp | 69.3%+13.5pp |
| Annual return | 8.33% | 18.68%-10.3pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,693 | $2,882-41.3% | $4,617-63.3% | $2,281-25.8% |
| Participant deferral / active EE | $3,026 | $4,840-37.5% | $5,984-49.4% | $3,203-5.5% |
| Admin fee / account holder | $1,463 | $4,826-69.7% | $8,357-82.5% | $4,296-65.9% |