Filed December 30, 2021
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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $371,252 | $227,291+63.3% | $214,702+72.9% | $155,188+139.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 12.02% | 60.08%-48.1pp | 54.55%-42.5pp | 148.84%-136.8pp |
| Employer contribution / active EE | $23,148 | $6,772+241.8% | $6,461+258.3% | $4,248+444.9% |
| Participant deferral / active EE | $12,625 | $9,582+31.8% | $9,147+38.0% | $6,531+93.3% |
| Admin fee / account holder | $2,424 | $20,413-88.1% | $19,830-87.8% | $14,480-83.3% |