Filed December 16, 2024
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,642 | $157,304-93.2% | $141,197-92.5% | $152,909-93.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.47% | 64.34%-37.9pp | 71.41%-44.9pp | 345.46%-319.0pp |
| Employer contribution / active EE | $866 | $5,263-83.6% | $4,736-81.7% | $4,764-81.8% |
| Participant deferral / active EE | $4,438 | $7,111-37.6% | $6,710-33.9% | $5,851-24.2% |
| Admin fee / account holder | $892 | $12,126-92.6% | $10,265-91.3% | $11,601-92.3% |