Filed February 17, 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 | $54,971 | $51,184+7.4% | $66,439-17.3% | $86,983-36.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 15.98% | 17.07%-1.1pp | 757.66%-741.7pp | 25.83%-9.9pp |
| Employer contribution / active EE | $1,835 | $2,023-9.3% | $2,637-30.4% | $2,584-29.0% |
| Participant deferral / active EE | $8,057 | $2,927+175.2% | $3,876+107.9% | $4,194+92.1% |
| Admin fee / account holder | $3,925 | $4,154-5.5% | $6,173-36.4% | $7,856-50.0% |