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 | $47,627 | $106,864-55.4% | $147,318-67.7% | $82,637-42.4% |
| Participation rate | 89.4% | 75.5%+13.9pp | 82.1%+7.3pp | 68.1%+21.3pp |
| Annual return | 18.93% | 27.49%-8.6pp | 70.43%-51.5pp | 53.51%-34.6pp |
| Employer contribution / active EE | $2,551 | $3,417-25.3% | $4,593-44.5% | $2,5520% |
| Participant deferral / active EE | $5,727 | $6,496-11.8% | $7,906-27.6% | $4,126+38.8% |
| Admin fee / account holder | $2,478 | $8,415-70.6% | $13,708-81.9% | $7,339-66.2% |