Filed December 21, 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 | $60,245 | $171,492-64.9% | $150,734-60.0% | $198,609-69.7% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 16.83% | 804.70%-787.9pp | 600.81%-584.0pp | 202.70%-185.9pp |
| Employer contribution / active EE | $2,149 | $5,470-60.7% | $4,918-56.3% | $5,055-57.5% |
| Participant deferral / active EE | $4,527 | $6,259-27.7% | $5,610-19.3% | $6,977-35.1% |
| Admin fee / account holder | $352 | $17,628-98.0% | $14,905-97.6% | $19,030-98.2% |