Filed July 29, 2024
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,386 | $109,872-92.4% | $98,483-91.5% | $167,536-95.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.21% | 1959.31%-1950.1pp | 1494.38%-1485.2pp | 478.82%-469.6pp |
| Employer contribution / active EE | $335 | $3,225-89.6% | $2,961-88.7% | $4,839-93.1% |
| Participant deferral / active EE | $5,495 | $4,673+17.6% | $4,276+28.5% | $6,342-13.4% |
| Admin fee / account holder | $2,832 | $6,757-58.1% | $5,953-52.4% | $12,315-77.0% |