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 | $144,780 | $227,633-36.4% | $189,597-23.6% | $167,553-13.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 9.17% | 78.45%-69.3pp | 64.20%-55.0pp | 478.89%-469.7pp |
| Employer contribution / active EE | $924 | $5,317-82.6% | $4,412-79.1% | $4,840-80.9% |
| Participant deferral / active EE | $6,629 | $7,003-5.3% | $6,174+7.4% | $6,343+4.5% |
| Admin fee / account holder | $1,600 | $11,879-86.5% | $9,807-83.7% | $12,316-87.0% |