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 | $90,614-40.3% | $76,089-29.0% | $145,877-62.9% |
| Participation rate | 89.5% | 74.5%+15.0pp | 69.1%+20.4pp | 80.3%+9.2pp |
| Annual return | 22.14% | 623.80%-601.7pp | 360.94%-338.8pp | 551.28%-529.1pp |
| Employer contribution / active EE | $4,720 | $3,324+42.0% | $2,690+75.5% | $4,663+1.2% |
| Participant deferral / active EE | $1,982 | $5,168-61.7% | $4,259-53.5% | $6,691-70.4% |
| Admin fee / account holder | $3,843 | $8,376-54.1% | $6,418-40.1% | $13,402-71.3% |