Filed October 21, 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 | $45,076 | $108,226-58.3% | $77,513-41.8% | $158,950-71.6% |
| Participation rate | 89.5% | 64.4%+25.1pp | 54.2%+35.3pp | 82.0%+7.5pp |
| Annual return | 34.96% | 31.67%+3.3pp | 54.81%-19.8pp | 302.91%-267.9pp |
| Employer contribution / active EE | $3,690 | $1,325+178.4% | $987+274.0% | $4,762-22.5% |
| Participant deferral / active EE | $2,612 | $2,456+6.3% | $1,861+40.3% | $5,983-56.3% |
| Admin fee / account holder | $2,041 | $3,710-45.0% | $2,859-28.6% | $11,248-81.9% |