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 | $58,258+6.5% | $81,820-24.2% | $80,925-23.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 35.30% | 41.76%-6.5pp | 777.93%-742.6pp | 35.65%-0.3pp |
| Employer contribution / active EE | $8,395 | $2,345+257.9% | $2,915+188.0% | $2,756+204.6% |
| Participant deferral / active EE | $9,627 | $3,284+193.2% | $4,323+122.7% | $4,299+123.9% |
| Admin fee / account holder | $13,729 | $4,976+175.9% | $7,391+85.8% | $6,940+97.8% |