Filed May 2, 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 | $89,663 | $88,672+1.1% | $105,223-14.8% | $82,448+8.8% |
| Participation rate | 91.4% | 67.9%+23.5pp | 75.0%+16.4pp | 68.1%+23.4pp |
| Annual return | 21.45% | 30.86%-9.4pp | 180.65%-159.2pp | 41.64%-20.2pp |
| Employer contribution / active EE | $2,349 | $3,048-22.9% | $3,689-36.3% | $2,551-7.9% |
| Participant deferral / active EE | $6,614 | $4,036+63.9% | $5,072+30.4% | $4,139+59.8% |
| Admin fee / account holder | $810 | $7,146-88.7% | $8,859-90.9% | $7,234-88.8% |