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 | $169,237-69.6% | $129,339-60.2% | $145,978-64.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.55% | 14364.43%-14345.9pp | 9437.05%-9418.5pp | 550.52%-532.0pp |
| Employer contribution / active EE | $5,654 | $5,540+2.0% | $4,154+36.1% | $4,662+21.3% |
| Participant deferral / active EE | $7,394 | $4,991+48.1% | $4,170+77.3% | $6,690+10.5% |
| Admin fee / account holder | $1,300 | $9,882-86.8% | $7,668-83.0% | $13,400-90.3% |