Filed December 4, 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 | $56,852 | $72,177-21.2% | $115,038-50.6% | $59,633-4.7% |
| Participation rate | 75.5% | 72.6%+2.9pp | 81.4%-5.9pp | 68.7%+6.8pp |
| Annual return | 1.56% | 12.02%-10.5pp | 26.14%-24.6pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $970 | $2,841-65.9% | $4,608-79.0% | $2,203-56.0% |
| Participant deferral / active EE | $3,718 | $4,783-22.3% | $6,026-38.3% | $3,192+16.5% |
| Admin fee / account holder | $1,025 | $4,927-79.2% | $8,175-87.5% | $4,297-76.2% |