Filed September 18, 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 | $59,526 | $197,819-69.9% | $155,789-61.8% | $125,389-52.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.24% | 86.73%-87.0pp | 71.54%-71.8pp | 282.24%-282.5pp |
| Employer contribution / active EE | $832 | $4,850-82.8% | $3,839-78.3% | $4,866-82.9% |
| Participant deferral / active EE | $4,463 | $5,631-20.7% | $4,798-7.0% | $5,352-16.6% |
| Admin fee / account holder | $1,979 | $9,544-79.3% | $7,477-73.5% | $9,541-79.3% |