Filed October 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 | $83,357 | $88,815-6.1% | $81,882+1.8% | $145,897-42.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.51% | 1033.75%-1019.2pp | 779.47%-765.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $9,386 | $3,086+204.1% | $2,916+221.9% | $4,663+101.3% |
| Participant deferral / active EE | $10,214 | $4,647+119.8% | $4,323+136.3% | $6,689+52.7% |
| Admin fee / account holder | $27,081 | $8,434+221.1% | $7,360+268.0% | $13,390+102.2% |