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 | $101,591-65.2% | $147,096-76.0% | $74,429-52.5% |
| Participation rate | 73.0% | 75.5%-2.5pp | 82.2%-9.2pp | 67.2%+5.8pp |
| Annual return | 15.82% | 8746.45%-8730.6pp | 419.75%-403.9pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $2,023 | $3,813-46.9% | $4,936-59.0% | $2,625-22.9% |
| Participant deferral / active EE | $3,912 | $7,302-46.4% | $8,071-51.5% | $4,348-10.0% |
| Admin fee / account holder | $1,218 | $1,750-30.4% | $13,005-90.6% | $1,944-37.4% |