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 | $88,754-6.1% | $81,820+1.9% | $145,877-42.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.51% | 1031.77%-1017.3pp | 777.93%-763.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $9,386 | $3,085+204.2% | $2,915+222.0% | $4,663+101.3% |
| Participant deferral / active EE | $10,214 | $4,648+119.8% | $4,323+136.3% | $6,691+52.7% |
| Admin fee / account holder | $27,081 | $8,424+221.5% | $7,391+266.4% | $13,402+102.1% |