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 | $81,353 | $115,814-29.8% | $101,275-19.7% | $158,982-48.8% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 12.77% | 56.16%-43.4pp | 46.48%-33.7pp | 302.99%-290.2pp |
| Employer contribution / active EE | $419 | $4,176-90.0% | $3,660-88.5% | $4,763-91.2% |
| Participant deferral / active EE | $4,781 | $4,958-3.6% | $4,371+9.4% | $5,983-20.1% |
| Admin fee / account holder | $400 | $7,249-94.5% | $5,948-93.3% | $11,252-96.4% |