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 | $26,747 | $60,139-55.5% | $90,461-70.4% | $79,856-66.5% |
| Participation rate | 84.0% | 65.0%+19.0pp | 72.7%+11.3pp | 69.6%+14.4pp |
| Annual return | 26.80% | 71.96%-45.2pp | 1294.76%-1268.0pp | 31.71%-4.9pp |
| Employer contribution / active EE | $2,054 | $2,069-0.7% | $3,264-37.1% | $2,471-16.9% |
| Participant deferral / active EE | $7,065 | $2,939+140.4% | $3,964+78.2% | $3,741+88.9% |
| Admin fee / account holder | $3,810 | $3,978-4.2% | $5,617-32.2% | $5,306-28.2% |