Filed May 18, 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 | $53,142 | $65,434-18.8% | $98,483-46.0% | $85,847-38.1% |
| Participation rate | 76.5% | 65.0%+11.5pp | 73.3%+3.1pp | 69.3%+7.2pp |
| Annual return | 13.78% | 21.75%-8.0pp | 1494.38%-1480.6pp | 318.61%-304.8pp |
| Employer contribution / active EE | $1,118 | $2,169-48.5% | $2,961-62.3% | $2,565-56.4% |
| Participant deferral / active EE | $2,671 | $3,168-15.7% | $4,276-37.5% | $3,952-32.4% |
| Admin fee / account holder | $2,757 | $4,595-40.0% | $5,953-53.7% | $6,261-56.0% |