Filed October 24, 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 | $77,629 | $123,793-37.3% | $177,848-56.4% | $79,856-2.8% |
| Participation rate | 97.7% | 84.7%+13.0pp | 87.7%+10.0pp | 69.6%+28.0pp |
| Annual return | 11.40% | 22.82%-11.4pp | 48.33%-36.9pp | 31.71%-20.3pp |
| Employer contribution / active EE | $2,254 | $4,095-45.0% | $5,919-61.9% | $2,471-8.8% |
| Participant deferral / active EE | $5,912 | $5,956-0.8% | $7,714-23.4% | $3,741+58.0% |
| Admin fee / account holder | $1,234 | $7,243-83.0% | $12,431-90.1% | $5,306-76.8% |