Filed January 20, 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 | $47,855 | $98,760-51.5% | $149,715-68.0% | $79,858-40.1% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.5%+6.0pp | 69.6%+18.8pp |
| Annual return | 23.74% | 27.43%-3.7pp | 276.66%-252.9pp | 31.72%-8.0pp |
| Employer contribution / active EE | $4,041 | $3,217+25.6% | $4,645-13.0% | $2,471+63.5% |
| Participant deferral / active EE | $9,586 | $5,681+68.7% | $6,842+40.1% | $3,740+156.3% |
| Admin fee / account holder | $2,027 | $6,053-66.5% | $9,310-78.2% | $5,306-61.8% |