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 | $81,192 | $96,678-16.0% | $86,640-6.3% | $139,466-41.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.63% | 106.69%-88.1pp | 592.52%-573.9pp | 373.66%-355.0pp |
| Employer contribution / active EE | $10,356 | $3,265+217.1% | $3,024+242.4% | $4,754+117.8% |
| Participant deferral / active EE | $9,385 | $4,837+94.0% | $4,438+111.5% | $6,712+39.8% |
| Admin fee / account holder | $2,700 | $6,410-57.9% | $5,616-51.9% | $11,409-76.3% |