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 | $146,267-40.7% | $197,124-56.0% | $82,448+5.2% |
| Participation rate | 93.2% | 84.0%+9.2pp | 86.7%+6.5pp | 68.1%+25.1pp |
| Annual return | 16.96% | 29.61%-12.7pp | 44.34%-27.4pp | 41.64%-24.7pp |
| Employer contribution / active EE | $3,132 | $4,723-33.7% | $6,227-49.7% | $2,551+22.8% |
| Participant deferral / active EE | $3,448 | $7,035-51.0% | $9,135-62.3% | $4,139-16.7% |
| Admin fee / account holder | $7,901 | $14,422-45.2% | $16,298-51.5% | $7,234+9.2% |