Filed October 17, 2024
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,820 | $78,707-40.5% | $117,861-60.3% | $70,126-33.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 4.67% | 23.30%-18.6pp | 335.11%-330.4pp | 73.15%-68.5pp |
| Employer contribution / active EE | $7,407 | $2,223+233.1% | $3,786+95.6% | $2,343+216.2% |
| Participant deferral / active EE | $6,455 | $3,297+95.8% | $4,482+44.0% | $3,332+93.7% |
| Admin fee / account holder | $1,080 | $5,066-78.7% | $8,021-86.5% | $4,645-76.8% |