Filed November 27, 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 | $23,228 | $93,589-75.2% | $135,942-82.9% | $75,181-69.1% |
| Participation rate | 87.7% | 75.2%+12.5pp | 81.9%+5.7pp | 67.2%+20.5pp |
| Annual return | 29.80% | 30.90%-1.1pp | 68.28%-38.5pp | 160.69%-130.9pp |
| Employer contribution / active EE | $2,174 | $3,537-38.5% | $4,858-55.2% | $2,671-18.6% |
| Participant deferral / active EE | $6,719 | $6,405+4.9% | $7,759-13.4% | $4,126+62.8% |
| Admin fee / account holder | $1,423 | $6,977-79.6% | $10,764-86.8% | $5,650-74.8% |