Filed February 18, 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 | $89,445 | $159,978-44.1% | $147,041-39.2% | $145,978-38.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 22.46% | 98.36%-75.9pp | 419.21%-396.8pp | 550.52%-528.1pp |
| Employer contribution / active EE | $19,149 | $5,288+262.1% | $4,935+288.0% | $4,662+310.8% |
| Participant deferral / active EE | $8,413 | $8,429-0.2% | $8,071+4.2% | $6,690+25.8% |
| Admin fee / account holder | $1,580 | $15,053-89.5% | $13,006-87.9% | $13,400-88.2% |