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 | $85,002 | $49,249+72.6% | $70,476+20.6% | $79,852+6.4% |
| Participation rate | 89.3% | 69.2%+20.1pp | 75.1%+14.2pp | 69.6%+19.6pp |
| Annual return | 13.24% | 30.09%-16.9pp | 109.12%-95.9pp | 31.72%-18.5pp |
| Employer contribution / active EE | $3,680 | $2,100+75.2% | $2,738+34.4% | $2,471+48.9% |
| Participant deferral / active EE | $6,908 | $2,769+149.5% | $3,710+86.2% | $3,740+84.7% |
| Admin fee / account holder | $6,845 | $2,878+137.8% | $3,847+77.9% | $5,306+29.0% |