Filed December 23, 2024
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $141,718 | $111,535+27.1% | $105,223+34.7% | $137,256+3.3% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 15.21% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $464 | $3,939-88.2% | $3,689-87.4% | $4,156-88.8% |
| Participant deferral / active EE | $7,408 | $5,500+34.7% | $5,072+46.1% | $6,407+15.6% |
| Admin fee / account holder | $3,007 | $9,721-69.1% | $8,859-66.1% | $12,270-75.5% |