Filed February 28, 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 | $114,667 | $71,878+59.5% | $86,698+32.3% | $68,486+67.4% |
| Participation rate | 97.8% | 72.2%+25.6pp | 76.6%+21.2pp | 67.9%+29.9pp |
| Annual return | -16.04% | 3.53%-19.6pp | 35.95%-52.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $13,337 | $2,173+513.7% | $2,837+370.2% | $2,597+413.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,916 | $6,113-3.2% | $7,493-21.0% | $5,404+9.5% |