Filed April 10, 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 | $37,306 | $102,422-63.6% | $147,117-74.6% | $80,959-53.9% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 23.90% | 135.16%-111.3pp | 420.54%-396.6pp | 35.67%-11.8pp |
| Employer contribution / active EE | $3,661 | $3,717-1.5% | $4,932-25.8% | $2,757+32.8% |
| Participant deferral / active EE | $9,266 | $6,652+39.3% | $8,065+14.9% | $4,300+115.5% |
| Admin fee / account holder | $836 | $7,953-89.5% | $12,993-93.6% | $6,925-87.9% |