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 | $167,594 | $228,395-26.6% | $185,861-9.8% | $158,982+5.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.10% | 40.82%-28.7pp | 35.96%-23.9pp | 302.99%-290.9pp |
| Employer contribution / active EE | $1,654 | $4,968-66.7% | $4,088-59.5% | $4,763-65.3% |
| Participant deferral / active EE | $17,600 | $6,417+174.3% | $5,634+212.4% | $5,983+194.1% |
| Admin fee / account holder | $2,007 | $11,869-83.1% | $9,503-78.9% | $11,252-82.2% |