Filed October 4, 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 | $27,263 | $56,894-52.1% | $84,753-67.8% | $62,881-56.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.78% | 6.30%+3.5pp | 22.78%-13.0pp | 20.14%-10.4pp |
| Employer contribution / active EE | $6,113 | $2,400+154.7% | $3,574+71.0% | $2,281+168.0% |
| Participant deferral / active EE | $5,385 | $2,709+98.8% | $3,712+45.1% | $3,203+68.1% |
| Admin fee / account holder | $1,127 | $3,581-68.5% | $5,333-78.9% | $4,296-73.8% |