Filed September 27, 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 | $141,824 | $77,817+82.3% | $123,553+14.8% | $64,173+121.0% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.3%-7.3pp | 69.6%+5.4pp |
| Annual return | -5.77% | 12.49%-18.3pp | 119.21%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,930 | $3,014-2.8% | $4,628-36.7% | $2,381+23.1% |
| Participant deferral / active EE | $7,063 | $5,240+34.8% | $6,426+9.9% | $3,470+103.6% |
| Admin fee / account holder | $600 | $5,519-89.1% | $9,284-93.5% | $4,887-87.7% |