Filed December 8, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $608,859 | $217,432+180.0% | $185,849+227.6% | $167,536+263.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.16% | 148.42%-127.3pp | 122.10%-100.9pp | 478.82%-457.7pp |
| Employer contribution / active EE | $10,349 | $5,875+76.2% | $5,169+100.2% | $4,839+113.9% |
| Participant deferral / active EE | $6,349 | $6,357-0.1% | $5,569+14.0% | $6,342+0.1% |
| Admin fee / account holder | $18,530 | $19,818-6.5% | $16,244+14.1% | $12,315+50.5% |