Filed July 19, 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 | $49,521 | $111,814-55.7% | $103,378-52.1% | $145,978-66.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.59% | 24.80%-8.2pp | 24.91%-8.3pp | 550.52%-533.9pp |
| Employer contribution / active EE | $2,708 | $4,215-35.8% | $3,870-30.0% | $4,662-41.9% |
| Participant deferral / active EE | $8,527 | $5,618+51.8% | $5,058+68.6% | $6,690+27.5% |
| Admin fee / account holder | $5,964 | $9,764-38.9% | $8,401-29.0% | $13,400-55.5% |