Filed December 12, 2021
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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 | $55,776 | $76,551-27.1% | $123,894-55.0% | $62,881-11.3% |
| Participation rate | 96.4% | 73.0%+23.4pp | 81.4%+15.0pp | 69.3%+27.1pp |
| Annual return | 17.92% | 18.68%-0.8pp | 47.52%-29.6pp | 20.14%-2.2pp |
| Employer contribution / active EE | $3,210 | $2,882+11.4% | $4,617-30.5% | $2,281+40.7% |
| Participant deferral / active EE | $6,122 | $4,840+26.5% | $5,984+2.3% | $3,203+91.1% |
| Admin fee / account holder | $1,339 | $4,826-72.3% | $8,357-84.0% | $4,296-68.8% |