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 | $43,814 | $78,015-43.8% | $178,505-75.5% | $80,959-45.9% |
| Participation rate | 78.3% | 65.7%+12.6pp | 77.1%+1.1pp | 67.7%+10.6pp |
| Annual return | 14.07% | 18.10%-4.0pp | 27.16%-13.1pp | 35.67%-21.6pp |
| Employer contribution / active EE | $896 | $2,281-60.7% | $3,955-77.3% | $2,757-67.5% |
| Participant deferral / active EE | $5,941 | $4,406+34.9% | $6,280-5.4% | $4,300+38.2% |
| Admin fee / account holder | $506 | $7,160-92.9% | $10,428-95.1% | $6,925-92.7% |