Filed April 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 | $62,486 | $50,947+22.6% | $74,549-16.2% | $64,173-2.6% |
| Participation rate | 78.0% | 61.1%+16.9pp | 69.1%+8.9pp | 69.6%+8.4pp |
| Annual return | -5.95% | -1.85%-4.1pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,983 | $1,115+77.7% | $1,961+1.1% | $2,381-16.7% |
| Participant deferral / active EE | $4,203 | $2,302+82.6% | $3,108+35.2% | $3,470+21.1% |
| Admin fee / account holder | $1,713 | $4,221-59.4% | $5,059-66.1% | $4,887-65.0% |