Filed November 21, 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 | $17,315 | $75,962-77.2% | $154,108-88.8% | $64,173-73.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 7.11% | 30.32%-23.2pp | 735.21%-728.1pp | 7.63%-0.5pp |
| Employer contribution / active EE | $765 | $3,350-77.2% | $5,298-85.6% | $2,381-67.9% |
| Participant deferral / active EE | $1,971 | $3,175-37.9% | $5,081-61.2% | $3,470-43.2% |
| Admin fee / account holder | $602 | $5,589-89.2% | $13,411-95.5% | $4,887-87.7% |