Filed August 31, 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 | $195,269 | $106,008+84.2% | $92,240+111.7% | $147,586+32.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.55% | 50.05%-34.5pp | 176.29%-160.7pp | 578.59%-563.0pp |
| Employer contribution / active EE | $13,532 | $4,333+212.3% | $3,680+267.7% | $4,876+177.5% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,339 | $6,333-63.1% | $5,194-55.0% | $10,886-78.5% |