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 | $155,555+101.9% | $146,866+113.8% | $155,188+102.4% |
| Participation rate | 81.8% | 84.0%-2.1pp | 82.5%-0.7pp | 80.8%+1.0pp |
| Annual return | 15.83% | 115.41%-99.6pp | 102.85%-87.0pp | 148.84%-133.0pp |
| Employer contribution / active EE | $4,312 | $4,647-7.2% | $4,425-2.5% | $4,248+1.5% |
| Participant deferral / active EE | $12,754 | $8,044+58.5% | $7,759+64.4% | $6,531+95.3% |
| Admin fee / account holder | $19,193 | $14,755+30.1% | $13,620+40.9% | $14,480+32.5% |