Filed June 26, 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 | $87,512 | $69,977+25.1% | $108,582-19.4% | $62,881+39.2% |
| Participation rate | 75.7% | 72.9%+2.8pp | 79.6%-3.9pp | 69.3%+6.4pp |
| Annual return | 9.71% | 10.73%-1.0pp | -51.70%+61.4pp | 20.14%-10.4pp |
| Employer contribution / active EE | $2,893 | $2,135+35.5% | $3,758-23.0% | $2,281+26.8% |
| Participant deferral / active EE | $7,059 | $3,165+123.0% | $4,311+63.7% | $3,203+120.4% |
| Admin fee / account holder | $3,881 | $5,076-23.5% | $7,645-49.2% | $4,296-9.6% |