Filed September 25, 2024 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,632 | $71,057+2.2% | $93,654-22.4% | $80,874-10.2% |
| Participation rate | 82.3% | 60.4%+21.9pp | 68.7%+13.5pp | 67.6%+14.6pp |
| Annual return | -28.27% | 11.26%-39.5pp | 133.34%-161.6pp | 35.62%-63.9pp |
| Employer contribution / active EE | $4,845 | $1,564+209.8% | $2,421+100.1% | $2,756+75.8% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,950 | $6,944-71.9% | $8,282-76.5% | $6,935-71.9% |