Filed October 12, 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 | $102,889 | $51,638+99.3% | $68,368+50.5% | $82,448+24.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 13.70% | 37.53%-23.8pp | 292.57%-278.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $10,016 | $2,047+389.4% | $2,649+278.1% | $2,551+292.6% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,374 | $4,643-70.4% | $5,150-73.3% | $7,234-81.0% |