Filed April 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 | $33,574 | $57,140-41.2% | $85,240-60.6% | $80,959-58.5% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 14.73% | 21.71%-7.0pp | 66.75%-52.0pp | 35.67%-20.9pp |
| Employer contribution / active EE | $3,319 | $1,802+84.2% | $2,735+21.4% | $2,757+20.4% |
| Participant deferral / active EE | $8,888 | $3,115+185.3% | $4,527+96.3% | $4,300+106.7% |
| Admin fee / account holder | $4,675 | $4,992-6.3% | $6,165-24.2% | $6,925-32.5% |