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 | $90,397-40.2% | $76,002-28.9% | $145,959-63.0% |
| Participation rate | 89.5% | 74.5%+15.0pp | 69.1%+20.4pp | 80.3%+9.2pp |
| Annual return | 22.14% | 621.97%-599.8pp | 360.07%-337.9pp | 561.95%-539.8pp |
| Employer contribution / active EE | $4,720 | $3,317+42.3% | $2,688+75.6% | $4,661+1.3% |
| Participant deferral / active EE | $1,982 | $5,163-61.6% | $4,257-53.4% | $6,689-70.4% |
| Admin fee / account holder | $3,843 | $8,369-54.1% | $6,414-40.1% | $13,398-71.3% |