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 | $28,172 | $54,357-48.2% | $82,706-65.9% | $68,495-58.9% |
| Participation rate | 76.7% | 63.9%+12.7pp | 72.6%+4.1pp | 67.9%+8.8pp |
| Annual return | -2.87% | -13.67%+10.8pp | 701.76%-704.6pp | -7.84%+5.0pp |
| Employer contribution / active EE | $4,189 | $2,218+88.8% | $3,007+39.3% | $2,596+61.3% |
| Participant deferral / active EE | $7,927 | $3,246+144.2% | $4,394+80.4% | $4,028+96.8% |
| Admin fee / account holder | $1,112 | $4,396-74.7% | $5,329-79.1% | $5,403-79.4% |