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 | $51,460 | $169,361-69.6% | $129,397-60.2% | $145,877-64.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.55% | 14395.54%-14377.0pp | 9453.98%-9435.4pp | 551.28%-532.7pp |
| Employer contribution / active EE | $5,654 | $5,542+2.0% | $4,154+36.1% | $4,663+21.2% |
| Participant deferral / active EE | $7,394 | $4,987+48.2% | $4,167+77.4% | $6,691+10.5% |
| Admin fee / account holder | $1,300 | $9,903-86.9% | $7,679-83.1% | $13,402-90.3% |