Filed April 5, 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 | $125,248 | $153,769-18.5% | $133,975-6.5% | $273,972-54.3% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.1%+3.8pp | 83.0%+7.9pp |
| Annual return | 7.61% | 36.51%-28.9pp | 29.29%-21.7pp | 41.46%-33.8pp |
| Employer contribution / active EE | $2,589 | $6,029-57.1% | $5,211-50.3% | $4,869-46.8% |
| Participant deferral / active EE | $7,498 | $6,958+7.8% | $6,282+19.4% | $5,287+41.8% |
| Admin fee / account holder | $1,272 | $11,765-89.2% | $9,324-86.4% | $10,133-87.4% |