Filed May 10, 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 | $53,319 | $77,962-31.6% | $178,540-70.1% | $80,935-34.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 19.43% | 18.10%+1.3pp | 27.15%-7.7pp | 35.66%-16.2pp |
| Employer contribution / active EE | $7,129 | $2,280+212.6% | $3,953+80.3% | $2,757+158.6% |
| Participant deferral / active EE | $15,915 | $4,404+261.4% | $6,281+153.4% | $4,299+270.2% |
| Admin fee / account holder | $3,547 | $7,156-50.4% | $10,424-66.0% | $6,924-48.8% |