Filed December 8, 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 | $184,377 | $78,694+134.3% | $67,653+172.5% | $125,388+47.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.77% | 9.46%-10.2pp | 6625.22%-6626.0pp | 282.24%-283.0pp |
| Employer contribution / active EE | $5,768 | $3,044+89.5% | $2,266+154.6% | $4,866+18.5% |
| Participant deferral / active EE | $8,856 | $4,292+106.3% | $3,560+148.8% | $5,352+65.5% |
| Admin fee / account holder | $494 | $7,403-93.3% | $4,821-89.8% | $9,541-94.8% |