Filed June 1, 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 | $99,900 | $88,672+12.7% | $105,223-5.1% | $82,448+21.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 41.67% | 30.86%+10.8pp | 180.65%-139.0pp | 41.64%0pp |
| Employer contribution / active EE | $7,857 | $3,048+157.8% | $3,689+113.0% | $2,551+208.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,346 | $7,146-67.2% | $8,859-73.5% | $7,234-67.6% |