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 | $49,976+46.7% | $66,674+10.0% | $82,637-11.3% |
| Participation rate | 80.4% | 63.1%+17.3pp | 73.7%+6.7pp | 68.1%+12.3pp |
| Annual return | 34.48% | 39.09%-4.6pp | 321.24%-286.8pp | 53.51%-19.0pp |
| Employer contribution / active EE | $5,995 | $1,988+201.5% | $2,620+128.8% | $2,552+134.9% |
| Participant deferral / active EE | $11,170 | $2,847+292.4% | $4,084+173.5% | $4,126+170.7% |
| Admin fee / account holder | $13,814 | $4,594+200.7% | $5,098+171.0% | $7,339+88.2% |