Filed July 11, 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 | $48,079 | $72,177-33.4% | $115,037-58.2% | $59,632-19.4% |
| Participation rate | 80.4% | 72.6%+7.8pp | 81.4%-1.0pp | 68.7%+11.7pp |
| Annual return | -1.80% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.32%-2043.1pp |
| Employer contribution / active EE | $1,821 | $2,841-35.9% | $4,608-60.5% | $2,203-17.3% |
| Participant deferral / active EE | $5,193 | $4,783+8.6% | $6,026-13.8% | $3,192+62.7% |
| Admin fee / account holder | $845 | $4,927-82.9% | $8,175-89.7% | $4,297-80.3% |