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 | $85,777 | $78,705+9.0% | $117,860-27.2% | $70,124+22.3% |
| Participation rate | 84.1% | 73.2%+10.9pp | 79.7%+4.4pp | 69.5%+14.6pp |
| Annual return | 17.99% | 23.30%-5.3pp | 335.10%-317.1pp | 73.14%-55.2pp |
| Employer contribution / active EE | $3,123 | $2,223+40.5% | $3,786-17.5% | $2,342+33.3% |
| Participant deferral / active EE | $7,925 | $3,297+140.4% | $4,482+76.8% | $3,332+137.9% |
| Admin fee / account holder | $749 | $5,065-85.2% | $8,021-90.7% | $4,645-83.9% |