Filed April 19, 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 | $70,839 | $234,190-69.8% | $180,320-60.7% | $198,609-64.3% |
| Participation rate | 76.9% | 77.1%-0.2pp | 71.5%+5.4pp | 82.4%-5.5pp |
| Annual return | 14.68% | 1057.44%-1042.8pp | 778.54%-763.9pp | 202.70%-188.0pp |
| Employer contribution / active EE | $4,058 | $5,258-22.8% | $4,108-1.2% | $5,055-19.7% |
| Participant deferral / active EE | $5,443 | $4,988+9.1% | $4,304+26.5% | $6,977-22.0% |
| Admin fee / account holder | $4,793 | $12,558-61.8% | $10,000-52.1% | $19,030-74.8% |