Filed January 20, 2023
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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 | $129,115 | $71,872+79.6% | $86,691+48.9% | $68,495+88.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.57% | 3.53%-21.1pp | 35.94%-53.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,819 | $2,173+75.7% | $2,837+34.6% | $2,596+47.1% |
| Participant deferral / active EE | $6,221 | $3,779+64.6% | $4,656+33.6% | $4,028+54.5% |
| Admin fee / account holder | $62,682 | $6,112+925.5% | $7,492+736.7% | $5,403+1060.1% |