Filed February 15, 2021
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,910 | $52,678-62.2% | $75,784-73.7% | $59,633-66.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -7.46% | 2.95%-10.4pp | 9.68%-17.1pp | 2041.45%-2048.9pp |
| Employer contribution / active EE | $6,186 | $2,193+182.0% | $3,323+86.1% | $2,203+180.8% |
| Participant deferral / active EE | $2,056 | $2,591-20.6% | $3,652-43.7% | $3,192-35.6% |
| Admin fee / account holder | $2,745 | $3,610-24.0% | $5,300-48.2% | $4,297-36.1% |