Filed December 11, 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 | $135,857 | $78,707+72.6% | $117,861+15.3% | $70,126+93.7% |
| Participation rate | 73.2% | 73.2%0pp | 79.7%-6.5pp | 69.5%+3.6pp |
| Annual return | 18.55% | 23.30%-4.8pp | 335.11%-316.6pp | 73.15%-54.6pp |
| Employer contribution / active EE | $1,236 | $2,223-44.4% | $3,786-67.3% | $2,343-47.2% |
| Participant deferral / active EE | $4,066 | $3,297+23.3% | $4,482-9.3% | $3,332+22.0% |
| Admin fee / account holder | $368 | $5,066-92.7% | $8,021-95.4% | $4,645-92.1% |