Filed March 23, 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 | $60,774 | $82,674-26.5% | $125,381-51.5% | $68,486-11.3% |
| Participation rate | 70.3% | 75.1%-4.7pp | 82.4%-12.0pp | 67.9%+2.4pp |
| Annual return | -13.35% | -5.97%-7.4pp | 572.31%-585.7pp | -7.85%-5.5pp |
| Employer contribution / active EE | $1,118 | $3,382-66.9% | $4,815-76.8% | $2,597-56.9% |
| Participant deferral / active EE | $5,360 | $6,111-12.3% | $7,448-28.0% | $4,028+33.1% |
| Admin fee / account holder | $9,488 | $6,277+51.1% | $10,007-5.2% | $5,404+75.6% |