Filed August 9, 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 | $126,933 | $63,346+100.4% | $92,240+37.6% | $70,126+81.0% |
| Participation rate | 73.5% | 68.7%+4.8pp | 76.5%-3.0pp | 69.5%+3.9pp |
| Annual return | 20.22% | 530.19%-510.0pp | 176.29%-156.1pp | 73.15%-52.9pp |
| Employer contribution / active EE | $3,673 | $2,471+48.6% | $3,680-0.2% | $2,343+56.8% |
| Participant deferral / active EE | $7,767 | $2,854+172.2% | $3,897+99.3% | $3,332+133.1% |
| Admin fee / account holder | $9,793 | $3,841+155.0% | $5,194+88.5% | $4,645+110.8% |