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 | $111,043 | $72,404+53.4% | $110,243+0.7% | $64,173+73.0% |
| Participation rate | 96.2% | 73.3%+22.8pp | 79.8%+16.3pp | 69.6%+26.6pp |
| Annual return | -3.37% | -6.29%+2.9pp | 314.76%-318.1pp | 7.63%-11.0pp |
| Employer contribution / active EE | $5,921 | $2,282+159.5% | $3,827+54.7% | $2,381+148.7% |
| Participant deferral / active EE | $8,066 | $3,469+132.5% | $4,672+72.6% | $3,470+132.5% |
| Admin fee / account holder | $60,429 | $5,664+966.8% | $8,548+607.0% | $4,887+1136.4% |