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 | $101,653-65.2% | $147,080-76.0% | $74,459-52.5% |
| Participation rate | 73.0% | 75.6%-2.6pp | 82.2%-9.2pp | 67.2%+5.8pp |
| Annual return | 15.82% | 8754.98%-8739.2pp | 420.17%-404.4pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $2,023 | $3,813-47.0% | $4,933-59.0% | $2,626-23.0% |
| Participant deferral / active EE | $3,912 | $7,304-46.4% | $8,066-51.5% | $4,350-10.1% |
| Admin fee / account holder | $1,218 | $1,752-30.5% | $12,989-90.6% | $1,945-37.4% |