Filed December 26, 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 | $104,284 | $52,678+98.0% | $75,784+37.6% | $59,633+74.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -2.03% | 2.95%-5.0pp | 9.68%-11.7pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $9,150 | $2,193+317.2% | $3,323+175.3% | $2,203+315.4% |
| Participant deferral / active EE | $7,237 | $2,591+179.3% | $3,652+98.2% | $3,192+126.7% |
| Admin fee / account holder | $2,508 | $3,610-30.5% | $5,300-52.7% | $4,297-41.6% |