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 | $61,865 | $57,312+7.9% | $86,617-28.6% | $75,181-17.7% |
| Participation rate | 82.9% | 63.2%+19.7pp | 71.7%+11.2pp | 67.2%+15.7pp |
| Annual return | 14.08% | 2672.78%-2658.7pp | 591.91%-577.8pp | 160.69%-146.6pp |
| Employer contribution / active EE | $2,386 | $2,315+3.1% | $3,023-21.1% | $2,671-10.6% |
| Participant deferral / active EE | $0 | $3,319-100.0% | $4,437-100.0% | $4,126-100.0% |
| Admin fee / account holder | $999 | $4,114-75.7% | $5,613-82.2% | $5,650-82.3% |