Filed December 27, 2021
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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 | $40,074 | $48,078-16.6% | $78,676-49.1% | $62,881-36.3% |
| Participation rate | 81.7% | 65.2%+16.5pp | 73.6%+8.1pp | 69.3%+12.4pp |
| Annual return | 5.49% | 31.36%-25.9pp | 62.19%-56.7pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,852 | $2,015-8.0% | $2,850-35.0% | $2,281-18.8% |
| Participant deferral / active EE | $4,215 | $2,587+62.9% | $3,517+19.9% | $3,203+31.6% |
| Admin fee / account holder | $1,594 | $3,206-50.3% | $4,510-64.7% | $4,296-62.9% |