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 | $69,524 | $61,125+13.7% | $94,057-26.1% | $87,485-20.5% |
| Participation rate | 78.0% | 64.1%+14.0pp | 73.3%+4.7pp | 68.9%+9.1pp |
| Annual return | 17.59% | 35.20%-17.6pp | 480.62%-463.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $2,216 | $2,136+3.7% | $2,933-24.4% | $2,596-14.6% |
| Participant deferral / active EE | $4,740 | $3,260+45.4% | $4,709+0.6% | $4,274+10.9% |
| Admin fee / account holder | $2,361 | $5,629-58.1% | $7,244-67.4% | $7,775-69.6% |