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 | $114,119-65.6% | $107,187-63.4% | $138,895-71.8% |
| Participation rate | 93.3% | 78.1%+15.3pp | 75.0%+18.3pp | 79.9%+13.4pp |
| Annual return | 17.20% | 273.21%-256.0pp | 204.55%-187.3pp | 145.39%-128.2pp |
| Employer contribution / active EE | $2,683 | $4,059-33.9% | $3,782-29.1% | $4,194-36.0% |
| Participant deferral / active EE | $4,903 | $5,538-11.5% | $5,096-3.8% | $6,396-23.4% |
| Admin fee / account holder | $1,195 | $10,024-88.1% | $9,162-87.0% | $12,562-90.5% |