Filed November 4, 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 | $55,438 | $102,429-45.9% | $147,096-62.3% | $80,925-31.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 9.30% | 135.02%-125.7pp | 419.75%-410.4pp | 35.65%-26.3pp |
| Employer contribution / active EE | $11,491 | $3,716+209.3% | $4,936+132.8% | $2,756+316.9% |
| Participant deferral / active EE | $9,931 | $6,649+49.4% | $8,071+23.0% | $4,299+131.0% |
| Admin fee / account holder | $1,091 | $7,957-86.3% | $13,005-91.6% | $6,940-84.3% |