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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,047 | $65,440+352.4% | $98,506+200.5% | $85,851+244.8% |
| Participation rate | 88.9% | 65.0%+23.9pp | 73.3%+15.5pp | 69.3%+19.6pp |
| Annual return | 17.87% | 21.75%-3.9pp | 1494.92%-1477.0pp | 318.63%-300.8pp |
| Employer contribution / active EE | $1,349 | $2,169-37.8% | $2,961-54.4% | $2,565-47.4% |
| Participant deferral / active EE | $8,474 | $3,168+167.5% | $4,277+98.1% | $3,952+114.4% |
| Admin fee / account holder | $10,861 | $4,596+136.3% | $5,955+82.4% | $6,261+73.5% |