Filed June 17, 2022
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,151 | $209,847-86.1% | $189,520-84.6% | $167,518-82.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.13% | 748.45%-734.3pp | 555.25%-541.1pp | 478.71%-464.6pp |
| Employer contribution / active EE | $2,979 | $6,913-56.9% | $6,161-51.6% | $4,838-38.4% |
| Participant deferral / active EE | $6,557 | $8,934-26.6% | $8,220-20.2% | $6,342+3.4% |
| Admin fee / account holder | $1,542 | $14,295-89.2% | $12,046-87.2% | $12,312-87.5% |