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 | $129,737-53.6% | $119,126-49.4% | $154,746-61.1% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 16.83% | 379.08%-362.3pp | 282.11%-265.3pp | 172.34%-155.5pp |
| Employer contribution / active EE | $2,149 | $4,375-50.9% | $4,034-46.7% | $4,379-50.9% |
| Participant deferral / active EE | $4,527 | $5,842-22.5% | $5,318-14.9% | $6,730-32.7% |
| Admin fee / account holder | $352 | $11,961-97.1% | $10,693-96.7% | $14,365-97.6% |