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 | $48,011+14.5% | $63,803-13.8% | $82,637-33.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 15.98% | 19.84%-3.9pp | 543.72%-527.7pp | 53.51%-37.5pp |
| Employer contribution / active EE | $1,835 | $1,904-3.6% | $2,532-27.5% | $2,552-28.1% |
| Participant deferral / active EE | $8,057 | $2,846+183.1% | $3,843+109.7% | $4,126+95.3% |
| Admin fee / account holder | $3,925 | $3,873+1.3% | $5,196-24.5% | $7,339-46.5% |