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 | $138,113 | $109,359+26.3% | $162,171-14.8% | $72,983+89.2% |
| Participation rate | 75.0% | 84.3%-9.3pp | 87.6%-12.6pp | 69.5%+5.5pp |
| Annual return | 22.19% | 25.46%-3.3pp | 115.60%-93.4pp | 81.01%-58.8pp |
| Employer contribution / active EE | $1,904 | $3,907-51.3% | $5,613-66.1% | $2,440-22.0% |
| Participant deferral / active EE | $4,438 | $5,481-19.0% | $7,297-39.2% | $3,608+23.0% |
| Admin fee / account holder | $1,320 | $7,972-83.4% | $10,843-87.8% | $5,124-74.2% |