Filed June 27, 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 | $195,249 | $210,698-7.3% | $178,014+9.7% | $145,959+33.8% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 9.60% | 386.27%-376.7pp | 294.80%-285.2pp | 561.95%-552.3pp |
| Employer contribution / active EE | $1,680 | $4,567-63.2% | $3,950-57.5% | $4,661-63.9% |
| Participant deferral / active EE | $17,237 | $6,958+147.7% | $6,276+174.6% | $6,689+157.7% |
| Admin fee / account holder | $10,633 | $12,016-11.5% | $10,362+2.6% | $13,398-20.6% |