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 | $58,311-27.1% | $81,882-48.1% | $80,959-47.5% |
| Participation rate | 72.2% | 63.5%+8.7pp | 72.4%-0.2pp | 67.7%+4.5pp |
| Annual return | 17.37% | 41.85%-24.5pp | 779.47%-762.1pp | 35.67%-18.3pp |
| Employer contribution / active EE | $2,401 | $2,347+2.3% | $2,916-17.7% | $2,757-12.9% |
| Participant deferral / active EE | $7,970 | $3,287+142.5% | $4,323+84.4% | $4,300+85.3% |
| Admin fee / account holder | $9,695 | $4,752+104.0% | $7,360+31.7% | $6,925+40.0% |