Filed October 21, 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 | $53,857 | $89,259-39.7% | $107,187-49.8% | $82,637-34.8% |
| Participation rate | 95.2% | 67.9%+27.3pp | 75.0%+20.2pp | 68.1%+27.1pp |
| Annual return | 48.39% | 21.02%+27.4pp | 204.55%-156.2pp | 53.51%-5.1pp |
| Employer contribution / active EE | $3,726 | $3,080+21.0% | $3,782-1.5% | $2,552+46.0% |
| Participant deferral / active EE | $7,710 | $4,037+91.0% | $5,096+51.3% | $4,126+86.9% |
| Admin fee / account holder | $3,366 | $7,381-54.4% | $9,162-63.3% | $7,339-54.1% |