Filed December 16, 2021
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,792 | $63,346-29.3% | $92,240-51.4% | $70,126-36.1% |
| Participation rate | 80.0% | 68.7%+11.3pp | 76.5%+3.5pp | 69.5%+10.5pp |
| Annual return | 11.89% | 530.19%-518.3pp | 176.29%-164.4pp | 73.15%-61.3pp |
| Employer contribution / active EE | $9,789 | $2,471+296.1% | $3,680+166.0% | $2,343+317.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,085 | $3,841-71.7% | $5,194-79.1% | $4,645-76.6% |