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 | $89,259+0.5% | $107,187-16.3% | $82,637+8.5% |
| Participation rate | 91.4% | 67.9%+23.5pp | 75.0%+16.4pp | 68.1%+23.4pp |
| Annual return | 21.45% | 21.02%+0.4pp | 204.55%-183.1pp | 53.51%-32.1pp |
| Employer contribution / active EE | $2,349 | $3,080-23.7% | $3,782-37.9% | $2,552-8.0% |
| Participant deferral / active EE | $6,614 | $4,037+63.8% | $5,096+29.8% | $4,126+60.3% |
| Admin fee / account holder | $810 | $7,381-89.0% | $9,162-91.2% | $7,339-89.0% |