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 | $78,776 | $43,730+80.1% | $121,220-35.0% | $64,173+22.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -2.63% | 68.94%-71.6pp | 16.94%-19.6pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,707 | $1,297+31.7% | $4,023-57.6% | $2,381-28.3% |
| Participant deferral / active EE | $5,432 | $2,281+138.2% | $3,345+62.4% | $3,470+56.5% |
| Admin fee / account holder | $5,353 | $3,502+52.8% | $5,021+6.6% | $4,887+9.5% |