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 | $62,657 | $107,368-41.6% | $92,915-32.6% | $152,909-59.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.59% | 145.64%-124.1pp | 109.45%-87.9pp | 345.46%-323.9pp |
| Employer contribution / active EE | $500 | $4,222-88.2% | $3,653-86.3% | $4,764-89.5% |
| Participant deferral / active EE | $4,525 | $4,848-6.7% | $4,238+6.8% | $5,851-22.7% |
| Admin fee / account holder | $694 | $7,082-90.2% | $5,796-88.0% | $11,601-94.0% |