Filed September 8, 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 | $38,196 | $71,208-46.4% | $93,681-59.2% | $80,911-52.8% |
| Participation rate | 78.3% | 60.4%+17.9pp | 68.7%+9.6pp | 67.6%+10.7pp |
| Annual return | 22.60% | 11.27%+11.3pp | 133.47%-110.9pp | 35.63%-13.0pp |
| Employer contribution / active EE | $1,736 | $1,564+10.9% | $2,422-28.3% | $2,756-37.0% |
| Participant deferral / active EE | $3,164 | $4,035-21.6% | $4,415-28.3% | $4,297-26.4% |
| Admin fee / account holder | $1,584 | $6,951-77.2% | $8,290-80.9% | $6,935-77.2% |