Filed October 22, 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 | $71,647 | $77,814-7.9% | $158,223-54.7% | $86,983-17.6% |
| Participation rate | 93.0% | 68.4%+24.6pp | 79.2%+13.8pp | 69.5%+23.5pp |
| Annual return | 16.18% | 30.54%-14.4pp | 52.09%-35.9pp | 25.83%-9.7pp |
| Employer contribution / active EE | $4,479 | $2,592+72.8% | $4,109+9.0% | $2,584+73.3% |
| Participant deferral / active EE | $8,809 | $3,270+169.4% | $5,467+61.1% | $4,194+110.1% |
| Admin fee / account holder | $7,920 | $5,879+34.7% | $16,047-50.6% | $7,856+0.8% |