Filed September 10, 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 | $73,335 | $51,638+42.0% | $68,368+7.3% | $82,448-11.1% |
| Participation rate | 80.4% | 63.6%+16.8pp | 73.8%+6.6pp | 68.1%+12.3pp |
| Annual return | 34.48% | 37.53%-3.1pp | 292.57%-258.1pp | 41.64%-7.2pp |
| Employer contribution / active EE | $5,995 | $2,047+192.9% | $2,649+126.3% | $2,551+135.0% |
| Participant deferral / active EE | $11,170 | $2,914+283.4% | $4,123+170.9% | $4,139+169.8% |
| Admin fee / account holder | $13,814 | $4,643+197.5% | $5,150+168.2% | $7,234+90.9% |