Filed February 22, 2022
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $668,475 | $183,539+264.2% | $155,556+329.7% | $145,897+358.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.10% | 61.31%-47.2pp | 64.84%-50.7pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,870 | $5,315-64.8% | $4,675-60.0% | $4,663-59.9% |
| Participant deferral / active EE | $600 | $6,467-90.7% | $5,631-89.3% | $6,689-91.0% |
| Admin fee / account holder | $303 | $19,275-98.4% | $15,885-98.1% | $13,390-97.7% |