Filed October 28, 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 | $126,890 | $129,737-2.2% | $119,126+6.5% | $154,746-18.0% |
| Participation rate | 77.8% | 78.9%-1.1pp | 75.8%+2.0pp | 80.7%-2.9pp |
| Annual return | 11.19% | 379.08%-367.9pp | 282.11%-270.9pp | 172.34%-161.1pp |
| Employer contribution / active EE | $3,836 | $4,375-12.3% | $4,034-4.9% | $4,379-12.4% |
| Participant deferral / active EE | $11,433 | $5,842+95.7% | $5,318+115.0% | $6,730+69.9% |
| Admin fee / account holder | $5,896 | $11,961-50.7% | $10,693-44.9% | $14,365-59.0% |