Filed January 5, 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 | $121,902 | $90,691+34.4% | $76,119+60.1% | $145,884-16.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.71% | 624.52%-610.8pp | 361.25%-347.5pp | 551.85%-538.1pp |
| Employer contribution / active EE | $9,243 | $3,329+177.7% | $2,693+243.3% | $4,662+98.3% |
| Participant deferral / active EE | $10,984 | $5,167+112.6% | $4,259+157.9% | $6,690+64.2% |
| Admin fee / account holder | $2,766 | $8,383-67.0% | $6,421-56.9% | $13,392-79.3% |