Filed June 27, 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 | $213,041 | $99,017+115.2% | $86,587+146.0% | $147,585+44.4% |
| Participation rate | 86.4% | 76.3%+10.0pp | 73.5%+12.8pp | 82.8%+3.5pp |
| Annual return | 19.83% | 1312.37%-1292.5pp | 964.86%-945.0pp | 578.56%-558.7pp |
| Employer contribution / active EE | $848 | $3,132-72.9% | $2,839-70.1% | $4,876-82.6% |
| Participant deferral / active EE | $10,501 | $3,972+164.4% | $3,609+191.0% | $5,439+93.1% |
| Admin fee / account holder | $8,576 | $5,710+50.2% | $4,906+74.8% | $10,885-21.2% |