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 | $147,309 | $171,867-14.3% | $149,721-1.6% | $147,586-0.2% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 14.94% | 2113.36%-2098.4pp | 1501.67%-1486.7pp | 578.59%-563.7pp |
| Employer contribution / active EE | $2,818 | $6,275-55.1% | $5,444-48.2% | $4,876-42.2% |
| Participant deferral / active EE | $8,429 | $7,270+15.9% | $6,568+28.3% | $5,439+55.0% |
| Admin fee / account holder | $1,266 | $13,799-90.8% | $11,282-88.8% | $10,886-88.4% |