Filed July 24, 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 | $72,229 | $84,236-14.3% | $170,435-57.6% | $70,126+3.0% |
| Participation rate | 74.3% | 70.8%+3.5pp | 83.6%-9.3pp | 69.5%+4.7pp |
| Annual return | 16.86% | 23.06%-6.2pp | 205.94%-189.1pp | 73.15%-56.3pp |
| Employer contribution / active EE | $1,982 | $3,387-41.5% | $5,432-63.5% | $2,343-15.4% |
| Participant deferral / active EE | $4,411 | $3,086+43.0% | $4,939-10.7% | $3,332+32.4% |
| Admin fee / account holder | $9,254 | $5,698+62.4% | $13,881-33.3% | $4,645+99.2% |