Filed October 11, 2022
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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $314,053 | $156,398+100.8% | $147,318+113.2% | $138,895+126.1% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 15.83% | 78.75%-62.9pp | 70.43%-54.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $4,312 | $4,853-11.1% | $4,593-6.1% | $4,194+2.8% |
| Participant deferral / active EE | $12,754 | $8,237+54.8% | $7,906+61.3% | $6,396+99.4% |
| Admin fee / account holder | $19,193 | $14,976+28.2% | $13,708+40.0% | $12,562+52.8% |