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 | $86,096 | $137,414-37.3% | $189,520-54.6% | $85,856+0.3% |
| Participation rate | 95.8% | 84.6%+11.2pp | 87.8%+8.0pp | 69.3%+26.5pp |
| Annual return | 18.99% | 38.14%-19.2pp | 555.25%-536.3pp | 318.58%-299.6pp |
| Employer contribution / active EE | $2,046 | $4,344-52.9% | $6,161-66.8% | $2,565-20.2% |
| Participant deferral / active EE | $6,976 | $6,260+11.4% | $8,220-15.1% | $3,952+76.5% |
| Admin fee / account holder | $2,534 | $8,630-70.6% | $12,046-79.0% | $6,261-59.5% |