Filed September 22, 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 | $44,765 | $68,852-35.0% | $120,524-62.9% | $80,925-44.7% |
| Participation rate | 96.3% | 61.6%+34.7pp | 71.9%+24.4pp | 67.7%+28.6pp |
| Annual return | 17.80% | 23.67%-5.9pp | 107.36%-89.6pp | 35.65%-17.9pp |
| Employer contribution / active EE | $3,408 | $2,063+65.2% | $3,469-1.8% | $2,756+23.7% |
| Participant deferral / active EE | $9,779 | $3,187+206.9% | $4,994+95.8% | $4,299+127.5% |
| Admin fee / account holder | $3,705 | $5,781-35.9% | $9,440-60.8% | $6,940-46.6% |