Filed June 10, 2022
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,266 | $91,525-82.2% | $130,026-87.5% | $75,181-78.4% |
| Participation rate | 96.7% | 71.4%+25.2pp | 78.5%+18.2pp | 67.2%+29.5pp |
| Annual return | 14.10% | -631.40%+645.5pp | -137.26%+151.4pp | 160.69%-146.6pp |
| Employer contribution / active EE | $2,187 | $2,844-23.1% | $4,321-49.4% | $2,671-18.1% |
| Participant deferral / active EE | $5,123 | $4,342+18.0% | $5,821-12.0% | $4,126+24.2% |
| Admin fee / account holder | $429 | $6,778-93.7% | $10,608-96.0% | $5,650-92.4% |