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 | $106,636 | $107,368-0.7% | $92,915+14.8% | $152,909-30.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 19.70% | 145.64%-125.9pp | 109.45%-89.7pp | 345.46%-325.8pp |
| Employer contribution / active EE | $3,241 | $4,222-23.3% | $3,653-11.3% | $4,764-32.0% |
| Participant deferral / active EE | $8,055 | $4,848+66.2% | $4,238+90.1% | $5,851+37.7% |
| Admin fee / account holder | $9,285 | $7,082+31.1% | $5,796+60.2% | $11,601-20.0% |