Filed October 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 | $29,160 | $56,200-48.1% | $67,653-56.9% | $59,633-51.1% |
| Participation rate | 70.6% | 71.5%-0.9pp | 75.7%-5.1pp | 68.7%+1.9pp |
| Annual return | -1.05% | 18506.71%-18507.8pp | 6625.22%-6626.3pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $1,549 | $1,615-4.1% | $2,266-31.6% | $2,203-29.7% |
| Participant deferral / active EE | $4,671 | $2,843+64.3% | $3,560+31.2% | $3,192+46.3% |
| Admin fee / account holder | $4,579 | $3,959+15.7% | $4,821-5.0% | $4,297+6.6% |