Filed January 5, 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 | $20,425 | $160,040-87.2% | $147,096-86.1% | $145,877-86.0% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.4pp |
| Annual return | 16.31% | 98.49%-82.2pp | 419.75%-403.4pp | 551.28%-535.0pp |
| Employer contribution / active EE | $2,343 | $5,289-55.7% | $4,936-52.5% | $4,663-49.8% |
| Participant deferral / active EE | $7,772 | $8,429-7.8% | $8,071-3.7% | $6,691+16.2% |
| Admin fee / account holder | $2,850 | $15,050-81.1% | $13,005-78.1% | $13,402-78.7% |