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 | $71,215-46.4% | $93,696-59.2% | $80,935-52.8% |
| Participation rate | 78.3% | 60.4%+17.9pp | 68.7%+9.6pp | 67.7%+10.7pp |
| Annual return | 22.60% | 11.27%+11.3pp | 133.74%-111.1pp | 35.66%-13.1pp |
| Employer contribution / active EE | $1,736 | $1,565+10.9% | $2,422-28.3% | $2,757-37.0% |
| Participant deferral / active EE | $3,164 | $4,037-21.6% | $4,417-28.4% | $4,299-26.4% |
| Admin fee / account holder | $1,584 | $6,958-77.2% | $8,287-80.9% | $6,924-77.1% |