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 | $42,338 | $64,719-34.6% | $112,249-62.3% | $68,486-38.2% |
| Participation rate | 84.5% | 67.2%+17.3pp | 75.1%+9.4pp | 67.9%+16.6pp |
| Annual return | -13.58% | -11.40%-2.2pp | 27.48%-41.1pp | -7.85%-5.7pp |
| Employer contribution / active EE | $11,610 | $2,747+322.7% | $3,636+219.3% | $2,597+347.1% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,660 | $5,232-49.2% | $6,412-58.5% | $5,404-50.8% |