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 | $169,237-84.5% | $129,339-79.7% | $145,978-82.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.02% | 14364.43%-14350.4pp | 9437.05%-9423.0pp | 550.52%-536.5pp |
| Employer contribution / active EE | $6,528 | $5,540+17.8% | $4,154+57.1% | $4,662+40.0% |
| Participant deferral / active EE | $9,018 | $4,991+80.7% | $4,170+116.3% | $6,690+34.8% |
| Admin fee / account holder | $13,157 | $9,882+33.1% | $7,668+71.6% | $13,400-1.8% |