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 | $30,299 | $57,352-47.2% | $83,830-63.9% | $64,173-52.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 8.60% | 11.38%-2.8pp | 850.97%-842.4pp | 7.63%+1.0pp |
| Employer contribution / active EE | $3,496 | $2,546+37.4% | $3,631-3.7% | $2,381+46.9% |
| Participant deferral / active EE | $5,342 | $2,993+78.5% | $4,082+30.9% | $3,470+54.0% |
| Admin fee / account holder | $513 | $4,046-87.3% | $5,479-90.6% | $4,887-89.5% |