Filed March 20, 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 | $24,837 | $76,551-67.6% | $123,894-80.0% | $62,881-60.5% |
| Participation rate | 96.3% | 73.0%+23.3pp | 81.4%+14.9pp | 69.3%+27.0pp |
| Annual return | 14.20% | 18.68%-4.5pp | 47.52%-33.3pp | 20.14%-5.9pp |
| Employer contribution / active EE | $1,930 | $2,882-33.0% | $4,617-58.2% | $2,281-15.4% |
| Participant deferral / active EE | $4,172 | $4,840-13.8% | $5,984-30.3% | $3,203+30.2% |
| Admin fee / account holder | $437 | $4,826-90.9% | $8,357-94.8% | $4,296-89.8% |