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 | $234,702 | $57,305+309.6% | $86,640+170.9% | $75,173+212.2% |
| Participation rate | 98.8% | 63.2%+35.6pp | 71.7%+27.1pp | 67.2%+31.6pp |
| Annual return | 108.70% | 2674.24%-2565.5pp | 592.52%-483.8pp | 160.72%-52.0pp |
| Employer contribution / active EE | $8,294 | $2,316+258.1% | $3,024+174.2% | $2,671+210.5% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,438-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,515 | $4,116-38.9% | $5,616-55.2% | $5,651-55.5% |