Filed October 7, 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 | $45,223 | $60,442-25.2% | $96,754-53.3% | $87,485-48.3% |
| Participation rate | 88.6% | 58.7%+29.9pp | 70.3%+18.3pp | 68.9%+19.6pp |
| Annual return | 39.57% | 21.97%+17.6pp | 82.04%-42.5pp | 26.06%+13.5pp |
| Employer contribution / active EE | $3,694 | $1,691+118.5% | $2,679+37.9% | $2,596+42.3% |
| Participant deferral / active EE | $6,572 | $3,280+100.4% | $4,758+38.1% | $4,274+53.8% |
| Admin fee / account holder | $2,760 | $5,069-45.6% | $8,905-69.0% | $7,775-64.5% |