Filed March 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 | $68,965 | $57,140+20.7% | $85,240-19.1% | $80,959-14.8% |
| Participation rate | 76.9% | 56.4%+20.5pp | 67.5%+9.4pp | 67.7%+9.3pp |
| Annual return | 15.04% | 21.71%-6.7pp | 66.75%-51.7pp | 35.67%-20.6pp |
| Employer contribution / active EE | $3,123 | $1,802+73.3% | $2,735+14.2% | $2,757+13.3% |
| Participant deferral / active EE | $5,996 | $3,115+92.5% | $4,527+32.5% | $4,300+39.4% |
| Admin fee / account holder | $1,407 | $4,992-71.8% | $6,165-77.2% | $6,925-79.7% |