Filed April 11, 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 | $91,340 | $67,411+35.5% | $91,004+0.4% | $70,131+30.2% |
| Participation rate | 95.8% | 71.4%+24.5pp | 75.6%+20.2pp | 69.5%+26.3pp |
| Annual return | 15.32% | -40.16%+55.5pp | 4.60%+10.7pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,457 | $1,786-18.4% | $2,456-40.7% | $2,342-37.8% |
| Participant deferral / active EE | $5,048 | $2,823+78.8% | $3,548+42.3% | $3,332+51.5% |
| Admin fee / account holder | $700 | $4,236-83.5% | $5,417-87.1% | $4,645-84.9% |