Filed May 31, 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 | $112,713 | $49,177+129.2% | $79,467+41.8% | $64,173+75.6% |
| Participation rate | 93.1% | 65.0%+28.1pp | 73.3%+19.8pp | 69.6%+23.5pp |
| Annual return | -5.21% | -1.16%-4.1pp | 718.30%-723.5pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,650 | $2,076+27.6% | $2,800-5.4% | $2,381+11.3% |
| Participant deferral / active EE | $3,427 | $2,821+21.5% | $3,704-7.5% | $3,470-1.2% |
| Admin fee / account holder | $1,326 | $3,839-65.4% | $5,104-74.0% | $4,887-72.9% |