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 | $57,048 | $39,132+45.8% | $57,196-0.3% | $62,881-9.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.06% | 9.24%-3.2pp | 14.59%-8.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $3,006 | $1,874+60.4% | $2,683+12.0% | $2,281+31.8% |
| Participant deferral / active EE | $5,849 | $2,374+146.3% | $3,096+88.9% | $3,203+82.6% |
| Admin fee / account holder | $4,239 | $2,594+63.4% | $3,141+35.0% | $4,296-1.3% |