Filed November 22, 2022
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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 | $47,744 | $80,812-40.9% | $160,784-70.3% | $82,448-42.1% |
| Participation rate | 78.6% | 66.2%+12.3pp | 77.0%+1.6pp | 68.1%+10.5pp |
| Annual return | 16.39% | 100.59%-84.2pp | 1803.92%-1787.5pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,124 | $2,174-48.3% | $3,733-69.9% | $2,551-55.9% |
| Participant deferral / active EE | $6,412 | $4,335+47.9% | $6,293+1.9% | $4,139+54.9% |
| Admin fee / account holder | $4,565 | $7,695-40.7% | $9,717-53.0% | $7,234-36.9% |