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 | $86,763 | $145,431-40.3% | $211,142-58.9% | $87,485-0.8% |
| Participation rate | 93.2% | 84.7%+8.4pp | 87.3%+5.9pp | 68.9%+24.3pp |
| Annual return | 16.96% | 27.21%-10.2pp | 46.84%-29.9pp | 26.06%-9.1pp |
| Employer contribution / active EE | $3,132 | $4,662-32.8% | $6,442-51.4% | $2,596+20.6% |
| Participant deferral / active EE | $3,448 | $6,859-49.7% | $9,284-62.9% | $4,274-19.3% |
| Admin fee / account holder | $7,901 | $17,052-53.7% | $19,076-58.6% | $7,775+1.6% |