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 | $81,132 | $106,008-23.5% | $92,240-12.0% | $147,586-45.0% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.5%+16.9pp | 82.8%+10.5pp |
| Annual return | 18.14% | 50.05%-31.9pp | 176.29%-158.1pp | 578.59%-560.4pp |
| Employer contribution / active EE | $3,203 | $4,333-26.1% | $3,680-13.0% | $4,876-34.3% |
| Participant deferral / active EE | $7,647 | $4,478+70.8% | $3,897+96.2% | $5,439+40.6% |
| Admin fee / account holder | $1,683 | $6,333-73.4% | $5,194-67.6% | $10,886-84.5% |