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 | $34,279 | $54,355-36.9% | $82,744-58.6% | $68,486-49.9% |
| Participation rate | 95.1% | 63.9%+31.2pp | 72.6%+22.6pp | 67.9%+27.2pp |
| Annual return | -17.40% | -13.67%-3.7pp | 702.22%-719.6pp | -7.85%-9.5pp |
| Employer contribution / active EE | $4,357 | $2,219+96.4% | $3,008+44.9% | $2,597+67.8% |
| Participant deferral / active EE | $6,903 | $3,246+112.6% | $4,395+57.1% | $4,028+71.4% |
| Admin fee / account holder | $995 | $4,397-77.4% | $5,325-81.3% | $5,404-81.6% |