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 | $123,971 | $57,352+116.2% | $83,831+47.9% | $64,173+93.2% |
| Participation rate | 96.3% | 68.6%+27.7pp | 76.1%+20.2pp | 69.6%+26.7pp |
| Annual return | -6.28% | 11.38%-17.7pp | 850.99%-857.3pp | 7.63%-13.9pp |
| Employer contribution / active EE | $6,615 | $2,546+159.9% | $3,631+82.2% | $2,381+177.8% |
| Participant deferral / active EE | $7,389 | $2,993+146.9% | $4,082+81.0% | $3,470+113.0% |
| Admin fee / account holder | $5,216 | $4,046+28.9% | $5,479-4.8% | $4,887+6.7% |