Filed December 8, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,317 | $88,778+29.9% | $81,844+40.9% | $145,884-21.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.70% | 1033.03%-1020.3pp | 778.87%-766.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $9,508 | $3,087+208.0% | $2,916+226.0% | $4,662+103.9% |
| Participant deferral / active EE | $5,547 | $4,648+19.3% | $4,323+28.3% | $6,690-17.1% |
| Admin fee / account holder | $687 | $8,430-91.9% | $7,355-90.7% | $13,392-94.9% |