Filed April 26, 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 | $112,561 | $54,355+107.1% | $82,744+36.0% | $68,486+64.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | 122.24% | -13.67%+135.9pp | 702.22%-580.0pp | -7.85%+130.1pp |
| Employer contribution / active EE | $8,468 | $2,219+281.7% | $3,008+181.5% | $2,597+226.1% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,672 | $4,397-39.2% | $5,325-49.8% | $5,404-50.6% |