Filed November 6, 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 | $42,501 | $58,258-27.0% | $81,820-48.1% | $80,925-47.5% |
| Participation rate | 72.2% | 63.5%+8.7pp | 72.4%-0.2pp | 67.7%+4.5pp |
| Annual return | 17.37% | 41.76%-24.4pp | 777.93%-760.6pp | 35.65%-18.3pp |
| Employer contribution / active EE | $2,401 | $2,345+2.4% | $2,915-17.6% | $2,756-12.9% |
| Participant deferral / active EE | $7,970 | $3,284+142.7% | $4,323+84.4% | $4,299+85.4% |
| Admin fee / account holder | $9,695 | $4,976+94.8% | $7,391+31.2% | $6,940+39.7% |