Filed July 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 | $64,030 | $165,381-61.3% | $149,730-57.2% | $158,966-59.7% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 20.94% | 348.29%-327.4pp | 276.70%-255.8pp | 302.95%-282.0pp |
| Employer contribution / active EE | $3,179 | $5,104-37.7% | $4,645-31.6% | $4,762-33.3% |
| Participant deferral / active EE | $11,457 | $7,182+59.5% | $6,843+67.4% | $5,983+91.5% |
| Admin fee / account holder | $3,096 | $10,809-71.4% | $9,310-66.7% | $11,250-72.5% |