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 | $62,956 | $85,766-26.6% | $136,298-53.8% | $70,126-10.2% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 18.25% | 31.46%-13.2pp | 5156.27%-5138.0pp | 73.15%-54.9pp |
| Employer contribution / active EE | $2,992 | $2,966+0.9% | $4,696-36.3% | $2,343+27.7% |
| Participant deferral / active EE | $5,789 | $5,051+14.6% | $6,247-7.3% | $3,332+73.7% |
| Admin fee / account holder | $4,906 | $5,421-9.5% | $9,244-46.9% | $4,645+5.6% |