Filed February 28, 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 | $46,852 | $110,083-57.4% | $151,645-69.1% | $68,490-31.6% |
| Participation rate | 86.5% | 84.0%+2.5pp | 87.5%-1.0pp | 67.9%+18.6pp |
| Annual return | -12.34% | -10.12%-2.2pp | 3.34%-15.7pp | -7.85%-4.5pp |
| Employer contribution / active EE | $2,477 | $4,470-44.6% | $6,165-59.8% | $2,597-4.6% |
| Participant deferral / active EE | $3,764 | $6,526-42.3% | $8,363-55.0% | $4,028-6.5% |
| Admin fee / account holder | $4,287 | $7,718-44.5% | $11,614-63.1% | $5,403-20.7% |