Filed October 18, 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 | $73,079 | $81,457-10.3% | $103,378-29.3% | $80,911-9.7% |
| Participation rate | 77.9% | 66.8%+11.1pp | 74.5%+3.4pp | 67.6%+10.3pp |
| Annual return | 60.91% | 25.58%+35.3pp | 24.91%+36.0pp | 35.63%+25.3pp |
| Employer contribution / active EE | $2,853 | $3,107-8.2% | $3,870-26.3% | $2,756+3.5% |
| Participant deferral / active EE | $5,132 | $3,871+32.6% | $5,058+1.5% | $4,297+19.4% |
| Admin fee / account holder | $534 | $6,717-92.1% | $8,401-93.6% | $6,935-92.3% |