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 | $16,996 | $48,235-64.8% | $68,803-75.3% | $68,490-75.2% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -13.59% | -12.70%-0.9pp | -6.37%-7.2pp | -7.85%-5.7pp |
| Employer contribution / active EE | $3,130 | $1,829+71.2% | $2,656+17.9% | $2,597+20.5% |
| Participant deferral / active EE | $1,828 | $2,867-36.2% | $3,942-53.6% | $4,028-54.6% |
| Admin fee / account holder | $982 | $4,361-77.5% | $4,936-80.1% | $5,403-81.8% |