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 | $93,483 | $105,200-11.1% | $159,474-41.4% | $85,847+8.9% |
| Participation rate | 88.2% | 75.8%+12.5pp | 82.8%+5.4pp | 69.3%+18.9pp |
| Annual return | 15.73% | 45.08%-29.3pp | 263.68%-247.9pp | 318.61%-302.9pp |
| Employer contribution / active EE | $4,316 | $3,319+30.0% | $4,831-10.7% | $2,565+68.2% |
| Participant deferral / active EE | $4,276 | $5,946-28.1% | $7,353-41.9% | $3,952+8.2% |
| Admin fee / account holder | $1,987 | $6,934-71.3% | $10,802-81.6% | $6,261-68.3% |