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 | $58,275-27.1% | $81,844-48.1% | $80,935-47.5% |
| Participation rate | 72.2% | 63.5%+8.7pp | 72.4%-0.2pp | 67.7%+4.5pp |
| Annual return | 17.37% | 41.82%-24.4pp | 778.87%-761.5pp | 35.66%-18.3pp |
| Employer contribution / active EE | $2,401 | $2,346+2.3% | $2,916-17.7% | $2,757-12.9% |
| Participant deferral / active EE | $7,970 | $3,285+142.6% | $4,323+84.4% | $4,299+85.4% |
| Admin fee / account holder | $9,695 | $4,749+104.2% | $7,355+31.8% | $6,924+40.0% |