Filed October 26, 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 | $52,141 | $165,381-68.5% | $149,730-65.2% | $158,966-67.2% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 16.01% | 348.29%-332.3pp | 276.70%-260.7pp | 302.95%-286.9pp |
| Employer contribution / active EE | $1,291 | $5,104-74.7% | $4,645-72.2% | $4,762-72.9% |
| Participant deferral / active EE | $4,000 | $7,182-44.3% | $6,843-41.5% | $5,983-33.1% |
| Admin fee / account holder | $3,629 | $10,809-66.4% | $9,310-61.0% | $11,250-67.7% |