Filed April 20, 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 | $73,951 | $60,139+23.0% | $90,461-18.3% | $79,856-7.4% |
| Participation rate | 84.4% | 65.0%+19.5pp | 72.7%+11.8pp | 69.6%+14.8pp |
| Annual return | 14.49% | 71.96%-57.5pp | 1294.76%-1280.3pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,279 | $2,069+10.1% | $3,264-30.2% | $2,471-7.8% |
| Participant deferral / active EE | $4,326 | $2,939+47.2% | $3,964+9.1% | $3,741+15.7% |
| Admin fee / account holder | $2,050 | $3,978-48.5% | $5,617-63.5% | $5,306-61.4% |