Filed April 22, 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 | $80,325 | $98,240-18.2% | $82,312-2.4% | $147,586-45.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.18% | 30.85%-12.7pp | 25.88%-7.7pp | 578.59%-560.4pp |
| Employer contribution / active EE | $2,690 | $3,192-15.7% | $2,428+10.8% | $4,876-44.8% |
| Participant deferral / active EE | $4,158 | $4,383-5.1% | $3,706+12.2% | $5,439-23.5% |
| Admin fee / account holder | $444 | $8,563-94.8% | $5,608-92.1% | $10,886-95.9% |