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 | $106,524-23.6% | $152,301-46.6% | $87,485-7.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 22.10% | 26.89%-4.8pp | 80.50%-58.4pp | 26.06%-4.0pp |
| Employer contribution / active EE | $2,655 | $3,371-21.2% | $4,624-42.6% | $2,596+2.3% |
| Participant deferral / active EE | $9,298 | $6,525+42.5% | $8,004+16.2% | $4,274+117.6% |
| Admin fee / account holder | $315 | $8,287-96.2% | $14,398-97.8% | $7,775-96.0% |