Filed December 12, 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 | $43,433 | $142,972-69.6% | $214,702-79.8% | $86,983-50.1% |
| Participation rate | 84.3% | 84.9%-0.5pp | 87.5%-3.2pp | 69.5%+14.8pp |
| Annual return | 20.43% | 18.49%+1.9pp | 54.55%-34.1pp | 25.83%-5.4pp |
| Employer contribution / active EE | $2,289 | $4,635-50.6% | $6,461-64.6% | $2,584-11.4% |
| Participant deferral / active EE | $4,096 | $6,568-37.6% | $9,147-55.2% | $4,194-2.3% |
| Admin fee / account holder | $2,150 | $17,617-87.8% | $19,830-89.2% | $7,856-72.6% |