Filed January 29, 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 | $53,786 | $40,275+33.5% | $57,356-6.2% | $59,633-9.8% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.30% | 27.52%-26.2pp | 24.41%-23.1pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $3,272 | $1,921+70.3% | $2,689+21.7% | $2,203+48.6% |
| Participant deferral / active EE | $6,122 | $2,400+155.1% | $3,162+93.6% | $3,192+91.8% |
| Admin fee / account holder | $2,774 | $2,820-1.6% | $3,357-17.4% | $4,297-35.4% |