Filed August 7, 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 | $14,110 | $62,549-77.4% | $85,705-83.5% | $85,851-83.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 14.68% | 23.77%-9.1pp | 21.49%-6.8pp | 318.63%-304.0pp |
| Employer contribution / active EE | $3,513 | $1,755+100.1% | $2,619+34.2% | $2,565+36.9% |
| Participant deferral / active EE | $1,978 | $2,802-29.4% | $3,924-49.6% | $3,952-50.0% |
| Admin fee / account holder | $585 | $4,644-87.4% | $6,877-91.5% | $6,261-90.6% |