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 | $40,176 | $67,411-40.4% | $91,004-55.9% | $70,126-42.7% |
| Participation rate | 71.8% | 71.4%+0.4pp | 75.6%-3.8pp | 69.5%+2.2pp |
| Annual return | 21.88% | -40.16%+62.0pp | 4.60%+17.3pp | 73.15%-51.3pp |
| Employer contribution / active EE | $3,957 | $1,786+121.6% | $2,456+61.1% | $2,343+68.9% |
| Participant deferral / active EE | $7,170 | $2,823+154.0% | $3,548+102.1% | $3,332+115.2% |
| Admin fee / account holder | $1,570 | $4,236-62.9% | $5,417-71.0% | $4,645-66.2% |