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 | $57,335 | $49,891+14.9% | $80,607-28.9% | $75,181-23.7% |
| Participation rate | 71.4% | 55.3%+16.1pp | 67.0%+4.4pp | 67.2%+4.2pp |
| Annual return | 20.18% | 34.67%-14.5pp | 936.11%-915.9pp | 160.69%-140.5pp |
| Employer contribution / active EE | $1,711 | $1,698+0.8% | $2,724-37.2% | $2,671-35.9% |
| Participant deferral / active EE | $3,572 | $2,991+19.4% | $4,448-19.7% | $4,126-13.4% |
| Admin fee / account holder | $487 | $3,578-86.4% | $5,379-91.0% | $5,650-91.4% |