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 | $14,243 | $49,177-71.0% | $79,476-82.1% | $64,181-77.8% |
| Participation rate | 84.2% | 65.0%+19.2pp | 73.3%+10.9pp | 69.6%+14.6pp |
| Annual return | -7.11% | -1.16%-6.0pp | 718.21%-725.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,473 | $2,076+19.1% | $2,800-11.7% | $2,381+3.9% |
| Participant deferral / active EE | $3,028 | $2,821+7.3% | $3,704-18.3% | $3,470-12.7% |
| Admin fee / account holder | $891 | $3,839-76.8% | $5,113-82.6% | $4,887-81.8% |