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 | $60,910 | $58,258+4.6% | $81,820-25.6% | $80,925-24.7% |
| Participation rate | 77.8% | 63.5%+14.3pp | 72.4%+5.4pp | 67.7%+10.1pp |
| Annual return | 12.31% | 41.76%-29.5pp | 777.93%-765.6pp | 35.65%-23.3pp |
| Employer contribution / active EE | $1,292 | $2,345-44.9% | $2,915-55.7% | $2,756-53.1% |
| Participant deferral / active EE | $3,014 | $3,284-8.2% | $4,323-30.3% | $4,299-29.9% |
| Admin fee / account holder | $4,917 | $4,976-1.2% | $7,391-33.5% | $6,940-29.1% |