Filed July 12, 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 | $37,616 | $72,027-47.8% | $185,835-79.8% | $79,852-52.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 21.00% | 23.13%-2.1pp | 35.96%-15.0pp | 31.72%-10.7pp |
| Employer contribution / active EE | $4,071 | $1,965+107.2% | $4,087-0.4% | $2,471+64.7% |
| Participant deferral / active EE | $7,451 | $3,780+97.1% | $5,633+32.3% | $3,740+99.2% |
| Admin fee / account holder | $3,855 | $4,513-14.6% | $9,502-59.4% | $5,306-27.4% |