Filed February 4, 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 | $114,127 | $91,559+24.6% | $133,978-14.8% | $79,856+42.9% |
| Participation rate | 74.5% | 73.3%+1.1pp | 79.8%-5.4pp | 69.6%+4.8pp |
| Annual return | 27.42% | 61.85%-34.4pp | 45.10%-17.7pp | 31.71%-4.3pp |
| Employer contribution / active EE | $593 | $2,384-75.1% | $3,919-84.9% | $2,471-76.0% |
| Participant deferral / active EE | $6,825 | $3,734+82.8% | $5,047+35.2% | $3,741+82.5% |
| Admin fee / account holder | $431 | $6,321-93.2% | $8,930-95.2% | $5,306-91.9% |