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 | $132,325 | $226,135-41.5% | $182,558-27.5% | $152,909-13.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.12% | 192.60%-169.5pp | 148.59%-125.5pp | 345.46%-322.3pp |
| Employer contribution / active EE | $4,669 | $4,979-6.2% | $4,076+14.5% | $4,764-2.0% |
| Participant deferral / active EE | $26,453 | $6,371+315.2% | $5,526+378.7% | $5,851+352.1% |
| Admin fee / account holder | $7,998 | $10,707-25.3% | $8,594-6.9% | $11,601-31.1% |