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 | $89,259+11.9% | $107,187-6.8% | $82,637+20.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 41.67% | 21.02%+20.6pp | 204.55%-162.9pp | 53.51%-11.8pp |
| Employer contribution / active EE | $7,857 | $3,080+155.1% | $3,782+107.7% | $2,552+207.8% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,346 | $7,381-68.2% | $9,162-74.4% | $7,339-68.0% |