Filed December 15, 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 | $54,051 | $90,691-40.4% | $76,119-29.0% | $145,884-62.9% |
| Participation rate | 89.5% | 74.5%+15.0pp | 69.1%+20.4pp | 80.3%+9.2pp |
| Annual return | 22.14% | 624.52%-602.4pp | 361.25%-339.1pp | 551.85%-529.7pp |
| Employer contribution / active EE | $4,720 | $3,329+41.8% | $2,693+75.3% | $4,662+1.2% |
| Participant deferral / active EE | $1,982 | $5,167-61.6% | $4,259-53.5% | $6,690-70.4% |
| Admin fee / account holder | $3,843 | $8,383-54.2% | $6,421-40.1% | $13,392-71.3% |