Filed October 24, 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 | $65,380 | $100,041-34.6% | $149,718-56.3% | $70,131-6.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.14% | 27.43%-13.3pp | 1501.70%-1487.6pp | 73.14%-59.0pp |
| Employer contribution / active EE | $2,519 | $3,662-31.2% | $5,444-53.7% | $2,342+7.6% |
| Participant deferral / active EE | $4,929 | $4,983-1.1% | $6,568-25.0% | $3,332+47.9% |
| Admin fee / account holder | $8,009 | $8,286-3.3% | $11,283-29.0% | $4,645+72.4% |