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 | $37,462 | $84,685-55.8% | $73,836-49.3% | $125,389-70.1% |
| Participation rate | 95.2% | 76.8%+18.5pp | 73.4%+21.8pp | 83.2%+12.0pp |
| Annual return | -0.14% | 3123.80%-3123.9pp | 2268.06%-2268.2pp | 282.24%-282.4pp |
| Employer contribution / active EE | $4,579 | $3,123+46.6% | $2,787+64.3% | $4,866-5.9% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,446 | $5,694-74.6% | $4,882-70.4% | $9,541-84.8% |