Filed January 21, 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 | $43,813 | $58,275-24.8% | $81,844-46.5% | $80,935-45.9% |
| Participation rate | 78.8% | 63.5%+15.3pp | 72.4%+6.4pp | 67.7%+11.1pp |
| Annual return | 12.48% | 41.82%-29.3pp | 778.87%-766.4pp | 35.66%-23.2pp |
| Employer contribution / active EE | $3,844 | $2,346+63.9% | $2,916+31.8% | $2,757+39.5% |
| Participant deferral / active EE | $5,363 | $3,285+63.2% | $4,323+24.0% | $4,299+24.7% |
| Admin fee / account holder | $5,022 | $4,749+5.7% | $7,355-31.7% | $6,924-27.5% |