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 | $205,030 | $103,038+99.0% | $90,324+127.0% | $152,909+34.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 25.06% | 95.25%-70.2pp | 78.15%-53.1pp | 345.46%-320.4pp |
| Employer contribution / active EE | $1,433 | $3,141-54.4% | $2,856-49.8% | $4,764-69.9% |
| Participant deferral / active EE | $11,091 | $4,282+159.0% | $3,885+185.5% | $5,851+89.5% |
| Admin fee / account holder | $2,602 | $6,177-57.9% | $5,356-51.4% | $11,601-77.6% |