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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,194 | $150,447-87.9% | $136,298-86.7% | $147,586-87.7% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 14.30% | 1049.15%-1034.9pp | 5156.27%-5142.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $1,371 | $5,256-73.9% | $4,696-70.8% | $4,876-71.9% |
| Participant deferral / active EE | $2,773 | $6,631-58.2% | $6,247-55.6% | $5,439-49.0% |
| Admin fee / account holder | $500 | $10,906-95.4% | $9,244-94.6% | $10,886-95.4% |