Filed October 30, 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 | $73,069 | $138,393-47.2% | $184,256-60.3% | $80,959-9.7% |
| Participation rate | 97.7% | 83.9%+13.8pp | 86.8%+10.8pp | 67.7%+30.0pp |
| Annual return | 12.70% | 20.01%-7.3pp | 28.85%-16.1pp | 35.67%-23.0pp |
| Employer contribution / active EE | $3,053 | $4,847-37.0% | $6,427-52.5% | $2,757+10.7% |
| Participant deferral / active EE | $3,433 | $7,076-51.5% | $9,133-62.4% | $4,300-20.2% |
| Admin fee / account holder | $5,634 | $10,489-46.3% | $13,899-59.5% | $6,925-18.6% |