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 | $129,737+9.2% | $119,126+19.0% | $154,746-8.4% |
| Participation rate | 92.9% | 78.9%+14.0pp | 75.8%+17.1pp | 80.7%+12.2pp |
| Annual return | 15.21% | 379.08%-363.9pp | 282.11%-266.9pp | 172.34%-157.1pp |
| Employer contribution / active EE | $464 | $4,375-89.4% | $4,034-88.5% | $4,379-89.4% |
| Participant deferral / active EE | $7,408 | $5,842+26.8% | $5,318+39.3% | $6,730+10.1% |
| Admin fee / account holder | $3,007 | $11,961-74.9% | $10,693-71.9% | $14,365-79.1% |