Filed February 22, 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 | $70,817 | $160,040-55.8% | $147,096-51.9% | $145,877-51.5% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.4pp |
| Annual return | 13.81% | 98.49%-84.7pp | 419.75%-405.9pp | 551.28%-537.5pp |
| Employer contribution / active EE | $2,597 | $5,289-50.9% | $4,936-47.4% | $4,663-44.3% |
| Participant deferral / active EE | $6,728 | $8,429-20.2% | $8,071-16.6% | $6,691+0.6% |
| Admin fee / account holder | $1,591 | $15,050-89.4% | $13,005-87.8% | $13,402-88.1% |