Filed September 18, 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.)
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 | $97,168 | $228,352-57.4% | $185,835-47.7% | $158,966-38.9% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 15.35% | 40.81%-25.5pp | 35.96%-20.6pp | 302.95%-287.6pp |
| Employer contribution / active EE | $301 | $4,967-93.9% | $4,087-92.6% | $4,762-93.7% |
| Participant deferral / active EE | $3,556 | $6,416-44.6% | $5,633-36.9% | $5,983-40.6% |
| Admin fee / account holder | $8,339 | $11,867-29.7% | $9,502-12.2% | $11,250-25.9% |