Filed August 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 | $126,396 | $154,228-18.0% | $145,433-13.1% | $137,256-7.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.47% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $21,067 | $4,804+338.5% | $4,554+362.6% | $4,156+406.9% |
| Participant deferral / active EE | $19,987 | $8,216+143.3% | $7,897+153.1% | $6,407+212.0% |
| Admin fee / account holder | $26,996 | $14,344+88.2% | $13,129+105.6% | $12,270+120.0% |