Filed July 28, 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 | $76,749 | $41,377+85.5% | $109,313-29.8% | $62,881+22.1% |
| Participation rate | 88.6% | 57.5%+31.1pp | 71.3%+17.4pp | 69.3%+19.3pp |
| Annual return | 46.09% | 11.05%+35.0pp | 22.07%+24.0pp | 20.14%+25.9pp |
| Employer contribution / active EE | $988 | $1,276-22.6% | $3,892-74.6% | $2,281-56.7% |
| Participant deferral / active EE | $4,212 | $2,045+105.9% | $3,166+33.0% | $3,203+31.5% |
| Admin fee / account holder | $1,323 | $2,884-54.1% | $5,666-76.7% | $4,296-69.2% |