Filed June 29, 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 | $57,144 | $184,000-68.9% | $162,185-64.8% | $152,909-62.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.03% | 150.80%-124.8pp | 115.61%-89.6pp | 345.46%-319.4pp |
| Employer contribution / active EE | $5,471 | $6,370-14.1% | $5,613-2.5% | $4,764+14.9% |
| Participant deferral / active EE | $10,292 | $8,033+28.1% | $7,297+41.0% | $5,851+75.9% |
| Admin fee / account holder | $4,365 | $13,124-66.7% | $10,844-59.7% | $11,601-62.4% |