Filed January 3, 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 | $73,651 | $45,152+63.1% | $73,836-0.3% | $59,633+23.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.05% | 27.40%-27.5pp | 2268.06%-2268.1pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $6,152 | $1,901+223.6% | $2,787+120.7% | $2,203+179.3% |
| Participant deferral / active EE | $3,159 | $2,573+22.8% | $3,583-11.8% | $3,192-1.0% |
| Admin fee / account holder | $9,632 | $3,515+174.0% | $4,882+97.3% | $4,297+124.2% |