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 | $61,856 | $45,050+37.3% | $63,018-1.8% | $70,126-11.8% |
| Participation rate | 96.2% | 69.5%+26.6pp | 74.8%+21.4pp | 69.5%+26.6pp |
| Annual return | 15.33% | 18.76%-3.4pp | 87.62%-72.3pp | 73.15%-57.8pp |
| Employer contribution / active EE | $3,460 | $2,052+68.6% | $2,761+25.3% | $2,343+47.7% |
| Participant deferral / active EE | $6,329 | $2,466+156.7% | $3,330+90.1% | $3,332+90.0% |
| Admin fee / account holder | $5,554 | $2,834+96.0% | $3,601+54.2% | $4,645+19.6% |