Filed April 22, 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 | $59,223 | $102,385-42.2% | $147,080-59.7% | $80,935-26.8% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.7%+10.1pp |
| Annual return | 13.26% | 135.09%-121.8pp | 420.17%-406.9pp | 35.66%-22.4pp |
| Employer contribution / active EE | $3,715 | $3,7170% | $4,933-24.7% | $2,757+34.8% |
| Participant deferral / active EE | $6,994 | $6,651+5.2% | $8,066-13.3% | $4,299+62.7% |
| Admin fee / account holder | $4,831 | $7,951-39.2% | $12,989-62.8% | $6,924-30.2% |