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 | $23,119 | $52,884-56.3% | $84,753-72.7% | $55,167-58.1% |
| Participation rate | 95.4% | 67.5%+27.9pp | 76.6%+18.8pp | 69.0%+26.4pp |
| Annual return | -0.38% | 18.03%-18.4pp | 22.78%-23.2pp | 169.23%-169.6pp |
| Employer contribution / active EE | $4,907 | $2,233+119.7% | $3,574+37.3% | $1,963+150.0% |
| Participant deferral / active EE | $2,184 | $2,644-17.4% | $3,712-41.2% | $3,054-28.5% |
| Admin fee / account holder | $2,501 | $581+330.7% | $5,333-53.1% | $504+396.4% |