Filed January 4, 2023
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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 | $96,141 | $160,059-39.9% | $140,019-31.3% | $135,380-29.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.25% | 911.48%-919.7pp | 651.17%-659.4pp | 519.81%-528.1pp |
| Employer contribution / active EE | $3,652 | $6,420-43.1% | $5,605-34.8% | $4,779-23.6% |
| Participant deferral / active EE | $7,420 | $7,641-2.9% | $6,927+7.1% | $5,609+32.3% |
| Admin fee / account holder | $7,182 | $13,328-46.1% | $10,705-32.9% | $10,828-33.7% |