Filed March 4, 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 | $139,932 | $72,404+93.3% | $110,241+26.9% | $64,181+118.0% |
| Participation rate | 84.9% | 73.3%+11.6pp | 79.8%+5.1pp | 69.6%+15.4pp |
| Annual return | 114.02% | -6.29%+120.3pp | 314.75%-200.7pp | 7.63%+106.4pp |
| Employer contribution / active EE | $3,771 | $2,282+65.3% | $3,827-1.5% | $2,381+58.4% |
| Participant deferral / active EE | $4,601 | $3,469+32.6% | $4,672-1.5% | $3,470+32.6% |
| Admin fee / account holder | $10,413 | $5,664+83.8% | $8,548+21.8% | $4,887+113.1% |