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 | $86,604 | $182,442-52.5% | $163,379-47.0% | $138,895-37.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 23.10% | 72.74%-49.6pp | 63.41%-40.3pp | 145.39%-122.3pp |
| Employer contribution / active EE | $12,326 | $4,159+196.3% | $3,752+228.5% | $4,194+193.9% |
| Participant deferral / active EE | $31,190 | $6,817+357.5% | $6,282+396.5% | $6,396+387.6% |
| Admin fee / account holder | $32,289 | $10,396+210.6% | $9,818+228.9% | $12,562+157.0% |