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 | $68,878-35.0% | $120,574-62.9% | $80,935-44.7% |
| Participation rate | 96.3% | 61.7%+34.6pp | 71.9%+24.4pp | 67.7%+28.6pp |
| Annual return | 17.80% | 23.67%-5.9pp | 107.42%-89.6pp | 35.66%-17.9pp |
| Employer contribution / active EE | $3,408 | $2,065+65.1% | $3,471-1.8% | $2,757+23.6% |
| Participant deferral / active EE | $9,779 | $3,189+206.7% | $4,996+95.7% | $4,299+127.4% |
| Admin fee / account holder | $3,705 | $5,782-35.9% | $9,445-60.8% | $6,924-46.5% |