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 | $22,249 | $105,200-78.9% | $159,474-86.0% | $85,847-74.1% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.8%+14.0pp | 69.3%+27.6pp |
| Annual return | 18.33% | 45.08%-26.7pp | 263.68%-245.3pp | 318.61%-300.3pp |
| Employer contribution / active EE | $2,994 | $3,319-9.8% | $4,831-38.0% | $2,565+16.7% |
| Participant deferral / active EE | $6,575 | $5,946+10.6% | $7,353-10.6% | $3,952+66.4% |
| Admin fee / account holder | $2,702 | $6,934-61.0% | $10,802-75.0% | $6,261-56.8% |