Filed July 31, 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 | $26,222 | $169,356-84.5% | $129,406-79.7% | $145,897-82.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.02% | 14418.62%-14404.6pp | 9468.18%-9454.2pp | 552.29%-538.3pp |
| Employer contribution / active EE | $6,528 | $5,542+17.8% | $4,155+57.1% | $4,663+40.0% |
| Participant deferral / active EE | $9,018 | $4,987+80.8% | $4,167+116.4% | $6,689+34.8% |
| Admin fee / account holder | $13,157 | $9,915+32.7% | $7,689+71.1% | $13,390-1.7% |