Filed February 14, 2022
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,781 | $89,370-85.7% | $141,197-90.9% | $72,976-82.5% |
| Participation rate | 97.2% | 75.1%+22.1pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 65.57% | 111.88%-46.3pp | 71.41%-5.8pp | 81.02%-15.4pp |
| Employer contribution / active EE | $2,551 | $3,115-18.1% | $4,736-46.1% | $2,440+4.5% |
| Participant deferral / active EE | $3,889 | $5,419-28.2% | $6,710-42.0% | $3,608+7.8% |
| Admin fee / account holder | $2,402 | $5,957-59.7% | $10,265-76.6% | $5,124-53.1% |