Filed April 6, 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 | $82,367 | $72,177+14.1% | $115,038-28.4% | $59,633+38.1% |
| Participation rate | 94.6% | 72.6%+22.0pp | 81.4%+13.2pp | 68.7%+25.9pp |
| Annual return | -0.47% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $2,760 | $2,841-2.9% | $4,608-40.1% | $2,203+25.3% |
| Participant deferral / active EE | $6,849 | $4,783+43.2% | $6,026+13.7% | $3,192+114.6% |
| Admin fee / account holder | $5,935 | $4,927+20.5% | $8,175-27.4% | $4,297+38.1% |