Filed September 14, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $498,696 | $162,136+207.6% | $152,301+227.4% | $154,746+222.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.89% | 91.02%-73.1pp | 80.50%-62.6pp | 172.34%-154.4pp |
| Employer contribution / active EE | $15,964 | $4,890+226.4% | $4,624+245.2% | $4,379+264.5% |
| Participant deferral / active EE | $14,612 | $8,341+75.2% | $8,004+82.6% | $6,730+117.1% |
| Admin fee / account holder | $7,178 | $15,759-54.4% | $14,398-50.1% | $14,365-50.0% |