Filed June 1, 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 | $196,007 | $65,704+198.3% | $94,229+108.0% | $59,633+228.7% |
| Participation rate | 73.1% | 72.1%+1.0pp | 78.8%-5.7pp | 68.7%+4.4pp |
| Annual return | 1.18% | 5.22%-4.0pp | 10.68%-9.5pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $2,994 | $2,021+48.2% | $3,587-16.5% | $2,203+35.9% |
| Participant deferral / active EE | $5,048 | $3,143+60.6% | $4,320+16.8% | $3,192+58.2% |
| Admin fee / account holder | $3,071 | $4,265-28.0% | $6,269-51.0% | $4,297-28.5% |