Filed December 16, 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 | $84,516 | $162,136-47.9% | $152,301-44.5% | $154,746-45.4% |
| Participation rate | 95.5% | 84.1%+11.3pp | 82.4%+13.0pp | 80.7%+14.8pp |
| Annual return | 16.34% | 91.02%-74.7pp | 80.50%-64.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,518 | $4,890-48.5% | $4,624-45.5% | $4,379-42.5% |
| Participant deferral / active EE | $6,323 | $8,341-24.2% | $8,004-21.0% | $6,730-6.1% |
| Admin fee / account holder | $3,296 | $15,759-79.1% | $14,398-77.1% | $14,365-77.1% |