Filed May 10, 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 | $43,562 | $76,551-43.1% | $123,894-64.8% | $62,881-30.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.67% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,556 | $2,882-11.3% | $4,617-44.6% | $2,281+12.1% |
| Participant deferral / active EE | $4,810 | $4,840-0.6% | $5,984-19.6% | $3,203+50.2% |
| Admin fee / account holder | $4,392 | $4,826-9.0% | $8,357-47.4% | $4,296+2.2% |