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 | $87,989 | $82,678+6.4% | $125,391-29.8% | $68,490+28.5% |
| Participation rate | 84.8% | 75.1%+9.8pp | 82.4%+2.5pp | 67.9%+17.0pp |
| Annual return | -17.40% | -5.97%-11.4pp | 572.41%-589.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $2,525 | $3,382-25.3% | $4,816-47.6% | $2,597-2.7% |
| Participant deferral / active EE | $4,626 | $6,111-24.3% | $7,448-37.9% | $4,028+14.9% |
| Admin fee / account holder | $1,824 | $6,277-70.9% | $10,009-81.8% | $5,403-66.2% |