Filed July 22, 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 | $35,342 | $101,672-65.2% | $147,117-76.0% | $74,478-52.5% |
| Participation rate | 73.0% | 75.5%-2.5pp | 82.2%-9.2pp | 67.2%+5.8pp |
| Annual return | 15.82% | 8757.83%-8742.0pp | 420.54%-404.7pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $2,023 | $3,813-47.0% | $4,932-59.0% | $2,626-23.0% |
| Participant deferral / active EE | $3,912 | $7,305-46.4% | $8,065-51.5% | $4,350-10.1% |
| Admin fee / account holder | $1,218 | $1,753-30.5% | $12,993-90.6% | $1,946-37.4% |