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.)
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 | $17,300 | $92,766-81.4% | $82,763-79.1% | $134,545-87.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.65% | 946.97%-971.6pp | 702.45%-727.1pp | 418.37%-443.0pp |
| Employer contribution / active EE | $1,116 | $3,273-65.9% | $3,008-62.9% | $4,742-76.5% |
| Participant deferral / active EE | $8,068 | $4,802+68.0% | $4,395+83.6% | $6,401+26.0% |
| Admin fee / account holder | $1,549 | $5,978-74.1% | $5,325-70.9% | $11,431-86.4% |