Filed January 18, 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 | $15,191 | $85,169-82.2% | $172,755-91.2% | $72,983-79.2% |
| Participation rate | 94.4% | 70.1%+24.4pp | 82.6%+11.8pp | 69.5%+25.0pp |
| Annual return | 37.69% | 27.32%+10.4pp | 802.94%-765.2pp | 81.01%-43.3pp |
| Employer contribution / active EE | $1,680 | $3,324-49.5% | $5,144-67.3% | $2,440-31.1% |
| Participant deferral / active EE | $3,962 | $3,260+21.5% | $5,198-23.8% | $3,608+9.8% |
| Admin fee / account holder | $892 | $5,880-84.8% | $13,955-93.6% | $5,124-82.6% |