Filed February 10, 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 | $45,709 | $45,566+0.3% | $64,105-28.7% | $59,633-23.3% |
| Participation rate | 74.5% | 60.2%+14.3pp | 68.2%+6.3pp | 68.7%+5.8pp |
| Annual return | -1.08% | 4.95%-6.0pp | 791.24%-792.3pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $2,120 | $934+127.0% | $1,820+16.5% | $2,203-3.8% |
| Participant deferral / active EE | $3,470 | $2,057+68.7% | $2,822+23.0% | $3,192+8.7% |
| Admin fee / account holder | $1,137 | $3,268-65.2% | $4,499-74.7% | $4,297-73.5% |