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 | $110,065 | $104,251+5.6% | $91,004+20.9% | $147,586-25.4% |
| Participation rate | 72.2% | 78.2%-6.0pp | 75.6%-3.4pp | 82.8%-10.6pp |
| Annual return | 11.39% | 27.06%-15.7pp | 4.60%+6.8pp | 578.59%-567.2pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,652 | $4,195-36.8% | $3,548-25.2% | $5,439-51.2% |
| Admin fee / account holder | $5,428 | $8,948-39.3% | $5,417+0.2% | $10,886-50.1% |