Filed January 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 | $64,847 | $181,896-64.3% | $156,551-58.6% | $273,972-76.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.90% | 30.74%-26.8pp | 32.23%-28.3pp | 41.46%-37.6pp |
| Employer contribution / active EE | $5,851 | $6,248-6.4% | $5,501+6.4% | $4,869+20.2% |
| Participant deferral / active EE | $4,774 | $5,550-14.0% | $4,871-2.0% | $5,287-9.7% |
| Admin fee / account holder | $2,308 | $15,560-85.2% | $13,028-82.3% | $10,133-77.2% |