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 | $45,575 | $54,370-16.2% | $82,763-44.9% | $68,490-33.5% |
| Participation rate | 76.5% | 63.9%+12.5pp | 72.6%+3.9pp | 67.9%+8.6pp |
| Annual return | -14.76% | -13.67%-1.1pp | 702.45%-717.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,091 | $2,219-50.8% | $3,008-63.7% | $2,597-58.0% |
| Participant deferral / active EE | $2,670 | $3,247-17.8% | $4,395-39.3% | $4,028-33.7% |
| Admin fee / account holder | $1,865 | $4,398-57.6% | $5,325-65.0% | $5,403-65.5% |