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 | $211,288-7.6% | $178,540+9.4% | $145,884+33.8% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 9.60% | 30.27%-20.7pp | 27.15%-17.5pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,680 | $4,574-63.3% | $3,953-57.5% | $4,662-64.0% |
| Participant deferral / active EE | $17,237 | $6,967+147.4% | $6,281+174.5% | $6,690+157.7% |
| Admin fee / account holder | $10,633 | $12,105-12.2% | $10,424+2.0% | $13,392-20.6% |