Filed June 1, 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 | $70,537 | $51,638+36.6% | $68,368+3.2% | $82,448-14.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 20.66% | 37.53%-16.9pp | 292.57%-271.9pp | 41.64%-21.0pp |
| Employer contribution / active EE | $6,147 | $2,047+200.4% | $2,649+132.1% | $2,551+141.0% |
| Participant deferral / active EE | $9,008 | $2,914+209.2% | $4,123+118.5% | $4,139+117.6% |
| Admin fee / account holder | $5,835 | $4,643+25.7% | $5,150+13.3% | $7,234-19.3% |