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 | $57,229 | $58,275-1.8% | $81,844-30.1% | $80,935-29.3% |
| Participation rate | 82.6% | 63.5%+19.1pp | 72.4%+10.2pp | 67.7%+14.9pp |
| Annual return | 22.05% | 41.82%-19.8pp | 778.87%-756.8pp | 35.66%-13.6pp |
| Employer contribution / active EE | $6,443 | $2,346+174.7% | $2,916+120.9% | $2,757+133.7% |
| Participant deferral / active EE | $12,698 | $3,285+286.5% | $4,323+193.7% | $4,299+195.3% |
| Admin fee / account holder | $14,132 | $4,749+197.6% | $7,355+92.1% | $6,924+104.1% |