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 | $144,510 | $117,846+22.6% | $102,434+41.1% | $145,884-0.9% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 11.53% | 31.90%-20.4pp | 29.46%-17.9pp | 551.85%-540.3pp |
| Employer contribution / active EE | $3,059 | $3,615-15.4% | $3,023+1.2% | $4,662-34.4% |
| Participant deferral / active EE | $4,254 | $5,733-25.8% | $5,055-15.8% | $6,690-36.4% |
| Admin fee / account holder | $5,700 | $13,356-57.3% | $9,462-39.8% | $13,392-57.4% |