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 | $62,051 | $58,311+6.4% | $81,882-24.2% | $80,959-23.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 35.30% | 41.85%-6.5pp | 779.47%-744.2pp | 35.67%-0.4pp |
| Employer contribution / active EE | $8,395 | $2,347+257.7% | $2,916+187.9% | $2,757+204.5% |
| Participant deferral / active EE | $9,627 | $3,287+192.9% | $4,323+122.7% | $4,300+123.9% |
| Admin fee / account holder | $13,729 | $4,752+188.9% | $7,360+86.5% | $6,925+98.2% |