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 | $76,407-6.2% | $150,298-52.3% | $82,448-13.1% |
| Participation rate | 93.0% | 66.4%+26.6pp | 77.8%+15.3pp | 68.1%+25.0pp |
| Annual return | 16.18% | 39.99%-23.8pp | 62.79%-46.6pp | 41.64%-25.5pp |
| Employer contribution / active EE | $4,479 | $2,614+71.3% | $4,154+7.8% | $2,551+75.6% |
| Participant deferral / active EE | $8,809 | $3,214+174.1% | $5,453+61.6% | $4,139+112.8% |
| Admin fee / account holder | $7,920 | $6,352+24.7% | $14,116-43.9% | $7,234+9.5% |