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 | $19,946 | $73,863-73.0% | $143,797-86.1% | $68,490-70.9% |
| Participation rate | 94.1% | 66.7%+27.5pp | 80.3%+13.8pp | 67.9%+26.2pp |
| Annual return | -12.83% | 0.91%-13.7pp | -0.04%-12.8pp | -7.85%-5.0pp |
| Employer contribution / active EE | $940 | $3,185-70.5% | $4,952-81.0% | $2,597-63.8% |
| Participant deferral / active EE | $2,705 | $3,385-20.1% | $5,638-52.0% | $4,028-32.8% |
| Admin fee / account holder | $1,996 | $5,756-65.3% | $14,679-86.4% | $5,403-63.1% |