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 | $154,228+103.6% | $145,433+115.9% | $137,256+128.8% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 15.83% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $4,312 | $4,804-10.2% | $4,554-5.3% | $4,156+3.8% |
| Participant deferral / active EE | $12,754 | $8,216+55.2% | $7,897+61.5% | $6,407+99.1% |
| Admin fee / account holder | $19,193 | $14,344+33.8% | $13,129+46.2% | $12,270+56.4% |