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 | $57,590-21.5% | $86,233-47.6% | $82,448-45.1% |
| Participation rate | 88.6% | 57.9%+30.7pp | 69.0%+19.6pp | 68.1%+20.5pp |
| Annual return | 39.57% | 22.41%+17.2pp | 61.39%-21.8pp | 41.64%-2.1pp |
| Employer contribution / active EE | $3,694 | $1,655+123.2% | $2,504+47.5% | $2,551+44.8% |
| Participant deferral / active EE | $6,572 | $3,080+113.4% | $4,559+44.1% | $4,139+58.8% |
| Admin fee / account holder | $2,760 | $4,730-41.7% | $8,342-66.9% | $7,234-61.8% |