Filed July 13, 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 | $36,065 | $102,385-64.8% | $147,080-75.5% | $80,935-55.4% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+29.9pp |
| Annual return | 15.41% | 135.09%-119.7pp | 420.17%-404.8pp | 35.66%-20.2pp |
| Employer contribution / active EE | $2,730 | $3,717-26.6% | $4,933-44.7% | $2,757-1.0% |
| Participant deferral / active EE | $5,605 | $6,651-15.7% | $8,066-30.5% | $4,299+30.4% |
| Admin fee / account holder | $5,015 | $7,951-36.9% | $12,989-61.4% | $6,924-27.6% |