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 | $30,564 | $57,119-46.5% | $85,187-64.1% | $80,935-62.2% |
| Participation rate | 90.9% | 56.4%+34.5pp | 67.5%+23.4pp | 67.7%+23.2pp |
| Annual return | 23.36% | 21.70%+1.7pp | 66.67%-43.3pp | 35.66%-12.3pp |
| Employer contribution / active EE | $2,803 | $1,802+55.6% | $2,732+2.6% | $2,757+1.7% |
| Participant deferral / active EE | $5,817 | $3,115+86.7% | $4,525+28.5% | $4,299+35.3% |
| Admin fee / account holder | $2,571 | $4,990-48.5% | $6,162-58.3% | $6,924-62.9% |