Filed July 20, 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 | $52,623 | $102,422-48.6% | $147,117-64.2% | $80,959-35.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 82.2%-7.2pp | 67.7%+7.3pp |
| Annual return | 18.51% | 135.16%-116.6pp | 420.54%-402.0pp | 35.67%-17.2pp |
| Employer contribution / active EE | $6,319 | $3,717+70.0% | $4,932+28.1% | $2,757+129.2% |
| Participant deferral / active EE | $7,348 | $6,652+10.5% | $8,065-8.9% | $4,300+70.9% |
| Admin fee / account holder | $1,171 | $7,953-85.3% | $12,993-91.0% | $6,925-83.1% |