Filed September 7, 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 | $83,072 | $67,411+23.2% | $91,004-8.7% | $70,126+18.5% |
| Participation rate | 71.4% | 71.4%+0.1pp | 75.6%-4.2pp | 69.5%+1.9pp |
| Annual return | 18.59% | -40.16%+58.8pp | 4.60%+14.0pp | 73.15%-54.6pp |
| Employer contribution / active EE | $414 | $1,786-76.8% | $2,456-83.1% | $2,343-82.3% |
| Participant deferral / active EE | $2,025 | $2,823-28.3% | $3,548-42.9% | $3,332-39.2% |
| Admin fee / account holder | $3,383 | $4,236-20.1% | $5,417-37.6% | $4,645-27.2% |