Filed July 21, 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 | $72,833 | $65,704+10.8% | $94,229-22.7% | $59,633+22.1% |
| Participation rate | 95.2% | 72.1%+23.1pp | 78.8%+16.5pp | 68.7%+26.6pp |
| Annual return | -0.64% | 5.22%-5.9pp | 10.68%-11.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $1,240 | $2,021-38.7% | $3,587-65.4% | $2,203-43.7% |
| Participant deferral / active EE | $4,376 | $3,143+39.2% | $4,320+1.3% | $3,192+37.1% |
| Admin fee / account holder | $6,345 | $4,265+48.8% | $6,269+1.2% | $4,297+47.7% |