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 | $77,518 | $45,082+71.9% | $69,464+11.6% | $72,975+6.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 19.45% | 22.66%-3.2pp | 28.98%-9.5pp | 81.01%-61.6pp |
| Employer contribution / active EE | $3,460 | $2,055+68.4% | $2,779+24.5% | $2,440+41.8% |
| Participant deferral / active EE | $7,114 | $2,604+173.2% | $3,536+101.2% | $3,608+97.2% |
| Admin fee / account holder | $3,913 | $3,057+28.0% | $3,840+1.9% | $5,124-23.6% |