Filed July 6, 2021
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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 | $34,298 | $102,422-66.5% | $147,117-76.7% | $80,959-57.6% |
| Participation rate | 94.9% | 75.9%+19.0pp | 82.2%+12.7pp | 67.7%+27.2pp |
| Annual return | 18.34% | 135.16%-116.8pp | 420.54%-402.2pp | 35.67%-17.3pp |
| Employer contribution / active EE | $2,203 | $3,717-40.7% | $4,932-55.3% | $2,757-20.1% |
| Participant deferral / active EE | $8,232 | $6,652+23.8% | $8,065+2.1% | $4,300+91.4% |
| Admin fee / account holder | $4,197 | $7,953-47.2% | $12,993-67.7% | $6,925-39.4% |