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 | $212,386+74.8% | $199,883+85.7% | $138,895+167.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 12.02% | 47.75%-35.7pp | 43.81%-31.8pp | 145.39%-133.4pp |
| Employer contribution / active EE | $23,148 | $6,625+249.4% | $6,261+269.7% | $4,194+451.9% |
| Participant deferral / active EE | $12,625 | $9,617+31.3% | $9,138+38.2% | $6,396+97.4% |
| Admin fee / account holder | $2,424 | $18,233-86.7% | $17,268-86.0% | $12,562-80.7% |