Filed March 30, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,332 | $106,864-23.9% | $147,318-44.8% | $82,637-1.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 22.10% | 27.49%-5.4pp | 70.43%-48.3pp | 53.51%-31.4pp |
| Employer contribution / active EE | $2,655 | $3,417-22.3% | $4,593-42.2% | $2,552+4.0% |
| Participant deferral / active EE | $9,298 | $6,496+43.1% | $7,906+17.6% | $4,126+125.3% |
| Admin fee / account holder | $315 | $8,415-96.3% | $13,708-97.7% | $7,339-95.7% |