Filed January 4, 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 | $59,695 | $165,381-63.9% | $149,730-60.1% | $158,966-62.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 20.55% | 348.29%-327.7pp | 276.70%-256.2pp | 302.95%-282.4pp |
| Employer contribution / active EE | $910 | $5,104-82.2% | $4,645-80.4% | $4,762-80.9% |
| Participant deferral / active EE | $5,532 | $7,182-23.0% | $6,843-19.1% | $5,983-7.5% |
| Admin fee / account holder | $625 | $10,809-94.2% | $9,310-93.3% | $11,250-94.4% |