Filed December 21, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,185 | $160,028-74.3% | $147,080-72.0% | $145,884-71.8% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 15.85% | 98.60%-82.8pp | 420.17%-404.3pp | 551.85%-536.0pp |
| Employer contribution / active EE | $2,875 | $5,286-45.6% | $4,933-41.7% | $4,662-38.3% |
| Participant deferral / active EE | $8,713 | $8,422+3.5% | $8,066+8.0% | $6,690+30.3% |
| Admin fee / account holder | $1,485 | $15,030-90.1% | $12,989-88.6% | $13,392-88.9% |