Filed May 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 | $77,901 | $55,930+39.3% | $76,089+2.4% | $80,925-3.7% |
| Participation rate | 74.4% | 62.1%+12.3pp | 69.1%+5.3pp | 67.7%+6.7pp |
| Annual return | 12.01% | 20.58%-8.6pp | 360.94%-348.9pp | 35.65%-23.6pp |
| Employer contribution / active EE | $2,215 | $1,866+18.7% | $2,690-17.7% | $2,756-19.6% |
| Participant deferral / active EE | $5,049 | $3,051+65.5% | $4,259+18.5% | $4,299+17.5% |
| Admin fee / account holder | $30,241 | $5,241+477.1% | $6,418+371.2% | $6,940+335.7% |