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 | $115,564 | $184,000-37.2% | $162,185-28.7% | $152,909-24.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.86% | 150.80%-123.9pp | 115.61%-88.8pp | 345.46%-318.6pp |
| Employer contribution / active EE | $3,878 | $6,370-39.1% | $5,613-30.9% | $4,764-18.6% |
| Participant deferral / active EE | $7,997 | $8,033-0.4% | $7,297+9.6% | $5,851+36.7% |
| Admin fee / account holder | $464 | $13,124-96.5% | $10,844-95.7% | $11,601-96.0% |