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 | $75,095 | $49,177+52.7% | $79,467-5.5% | $64,173+17.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -7.05% | -1.16%-5.9pp | 718.30%-725.4pp | 7.63%-14.7pp |
| Employer contribution / active EE | $5,649 | $2,076+172.1% | $2,800+101.7% | $2,381+137.3% |
| Participant deferral / active EE | $3,888 | $2,821+37.8% | $3,704+5.0% | $3,470+12.0% |
| Admin fee / account holder | $4,227 | $3,839+10.1% | $5,104-17.2% | $4,887-13.5% |