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 | $54,544 | $57,305-4.8% | $86,640-37.0% | $75,173-27.4% |
| Participation rate | 70.4% | 63.2%+7.2pp | 71.7%-1.3pp | 67.2%+3.2pp |
| Annual return | 16.22% | 2674.24%-2658.0pp | 592.52%-576.3pp | 160.72%-144.5pp |
| Employer contribution / active EE | $1,096 | $2,316-52.7% | $3,024-63.7% | $2,671-59.0% |
| Participant deferral / active EE | $2,673 | $3,320-19.5% | $4,438-39.8% | $4,126-35.2% |
| Admin fee / account holder | $4,390 | $4,116+6.7% | $5,616-21.8% | $5,651-22.3% |