Filed November 21, 2024
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,603 | $217,432-86.4% | $185,849-84.1% | $167,536-82.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 33.19% | 148.42%-115.2pp | 122.10%-88.9pp | 478.82%-445.6pp |
| Employer contribution / active EE | $734 | $5,875-87.5% | $5,169-85.8% | $4,839-84.8% |
| Participant deferral / active EE | $3,009 | $6,357-52.7% | $5,569-46.0% | $6,342-52.6% |
| Admin fee / account holder | $1,195 | $19,818-94.0% | $16,244-92.6% | $12,315-90.3% |