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 | $122,636 | $100,060+22.6% | $149,721-18.1% | $70,126+74.9% |
| Participation rate | 75.8% | 83.6%-7.8pp | 87.1%-11.3pp | 69.5%+6.2pp |
| Annual return | 19.02% | 27.46%-8.4pp | 1501.67%-1482.7pp | 73.15%-54.1pp |
| Employer contribution / active EE | $1,859 | $3,661-49.2% | $5,444-65.9% | $2,343-20.7% |
| Participant deferral / active EE | $4,300 | $4,982-13.7% | $6,568-34.5% | $3,332+29.1% |
| Admin fee / account holder | $1,267 | $8,285-84.7% | $11,282-88.8% | $4,645-72.7% |