Filed December 16, 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 | $39,210 | $111,535-64.8% | $105,223-62.7% | $137,256-71.4% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.0%+18.3pp | 80.0%+13.4pp |
| Annual return | 17.20% | 237.85%-220.7pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,683 | $3,939-31.9% | $3,689-27.3% | $4,156-35.4% |
| Participant deferral / active EE | $4,903 | $5,500-10.9% | $5,072-3.3% | $6,407-23.5% |
| Admin fee / account holder | $1,195 | $9,721-87.7% | $8,859-86.5% | $12,270-90.3% |