Filed December 22, 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 | $25,212 | $58,828-57.1% | $78,002-67.7% | $62,881-59.9% |
| Participation rate | 80.8% | 71.1%+9.8pp | 75.5%+5.3pp | 69.3%+11.5pp |
| Annual return | 26.43% | 17.16%+9.3pp | 425.99%-399.6pp | 20.14%+6.3pp |
| Employer contribution / active EE | $3,473 | $1,672+107.8% | $2,470+40.6% | $2,281+52.3% |
| Participant deferral / active EE | $7,102 | $2,686+164.4% | $3,497+103.1% | $3,203+121.7% |
| Admin fee / account holder | $6,415 | $4,393+46.0% | $5,481+17.1% | $4,296+49.3% |