Filed January 23, 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 | $156,570 | $144,124+8.6% | $117,857+32.8% | $147,585+6.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 23.14% | 531.17%-508.0pp | 335.09%-311.9pp | 578.56%-555.4pp |
| Employer contribution / active EE | $3,807 | $4,897-22.2% | $3,786+0.6% | $4,876-21.9% |
| Participant deferral / active EE | $9,896 | $5,316+86.2% | $4,482+120.8% | $5,439+82.0% |
| Admin fee / account holder | $1,167 | $10,886-89.3% | $8,020-85.5% | $10,885-89.3% |