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.)
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 | $42,062 | $72,269-41.8% | $101,271-58.5% | $79,852-47.3% |
| Participation rate | 80.8% | 68.5%+12.3pp | 75.8%+5.0pp | 69.6%+11.1pp |
| Annual return | 15.09% | 22.29%-7.2pp | 46.48%-31.4pp | 31.72%-16.6pp |
| Employer contribution / active EE | $12,043 | $2,692+347.4% | $3,660+229.0% | $2,471+387.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,048 | $4,401-76.2% | $5,948-82.4% | $5,306-80.2% |