Filed April 20, 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 | $50,885 | $77,901-34.7% | $149,717-66.0% | $75,181-32.3% |
| Participation rate | 97.6% | 65.6%+32.0pp | 78.8%+18.8pp | 67.2%+30.4pp |
| Annual return | 18.34% | 31.73%-13.4pp | 134.41%-116.1pp | 160.69%-142.3pp |
| Employer contribution / active EE | $1,604 | $3,137-48.9% | $4,820-66.7% | $2,671-40.0% |
| Participant deferral / active EE | $2,106 | $3,411-38.3% | $5,682-62.9% | $4,126-49.0% |
| Admin fee / account holder | $2,885 | $5,949-51.5% | $13,213-78.2% | $5,650-48.9% |