Filed February 3, 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 | $97,485 | $87,834+11.0% | $133,975-27.2% | $62,881+55.0% |
| Participation rate | 80.6% | 83.4%-2.7pp | 87.1%-6.4pp | 69.3%+11.3pp |
| Annual return | 6.79% | 12.05%-5.3pp | 29.29%-22.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,870 | $3,482-46.3% | $5,211-64.1% | $2,281-18.0% |
| Participant deferral / active EE | $4,523 | $4,812-6.0% | $6,282-28.0% | $3,203+41.2% |
| Admin fee / account holder | $1,592 | $5,372-70.4% | $9,324-82.9% | $4,296-63.0% |