Filed October 24, 2024
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,258 | $97,125-62.7% | $86,233-58.0% | $137,256-73.6% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.0%+1.0pp | 80.0%-10.0pp |
| Annual return | 6.59% | 74.19%-67.6pp | 61.39%-54.8pp | 220.34%-213.7pp |
| Employer contribution / active EE | $1,090 | $2,841-61.6% | $2,504-56.5% | $4,156-73.8% |
| Participant deferral / active EE | $1,520 | $5,180-70.7% | $4,559-66.7% | $6,407-76.3% |
| Admin fee / account holder | $93,958 | $9,725+866.2% | $8,342+1026.3% | $12,270+665.7% |