Filed November 6, 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 | $92,838 | $184,000-49.5% | $162,185-42.8% | $152,909-39.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.17% | 150.80%-125.6pp | 115.61%-90.4pp | 345.46%-320.3pp |
| Employer contribution / active EE | $6,512 | $6,370+2.2% | $5,613+16.0% | $4,764+36.7% |
| Participant deferral / active EE | $9,516 | $8,033+18.5% | $7,297+30.4% | $5,851+62.6% |
| Admin fee / account holder | $439 | $13,124-96.7% | $10,844-95.9% | $11,601-96.2% |