Filed November 10, 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 | $43,977 | $48,364-9.1% | $71,796-38.7% | $62,881-30.1% |
| Participation rate | 98.2% | 60.6%+37.6pp | 69.1%+29.1pp | 69.3%+28.9pp |
| Annual return | 7.57% | 13.16%-5.6pp | 78.04%-70.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,501 | $1,042+44.0% | $1,924-22.0% | $2,281-34.2% |
| Participant deferral / active EE | $6,256 | $2,091+199.1% | $2,794+123.9% | $3,203+95.3% |
| Admin fee / account holder | $1,268 | $3,771-66.4% | $4,815-73.7% | $4,296-70.5% |