Filed July 21, 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 | $181,334 | $150,446+20.5% | $136,297+33.0% | $147,585+22.9% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 13.02% | 1049.14%-1036.1pp | 5156.19%-5143.2pp | 578.58%-565.6pp |
| Employer contribution / active EE | $2,781 | $5,256-47.1% | $4,696-40.8% | $4,876-43.0% |
| Participant deferral / active EE | $8,975 | $6,631+35.4% | $6,247+43.7% | $5,439+65.0% |
| Admin fee / account holder | $487 | $10,906-95.5% | $9,244-94.7% | $10,886-95.5% |