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 | $108,048 | $93,598+15.4% | $135,974-20.5% | $75,173+43.7% |
| Participation rate | 72.5% | 75.2%-2.7pp | 81.9%-9.4pp | 67.2%+5.3pp |
| Annual return | 17.56% | 30.89%-13.3pp | 68.30%-50.7pp | 160.72%-143.2pp |
| Employer contribution / active EE | $2,136 | $3,538-39.6% | $4,859-56.0% | $2,671-20.0% |
| Participant deferral / active EE | $3,979 | $6,405-37.9% | $7,760-48.7% | $4,126-3.6% |
| Admin fee / account holder | $3,290 | $6,978-52.8% | $10,767-69.4% | $5,651-41.8% |