Filed March 8, 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 | $45,789 | $85,766-46.6% | $136,297-66.4% | $70,131-34.7% |
| Participation rate | 77.4% | 74.2%+3.3pp | 81.9%-4.5pp | 69.5%+7.9pp |
| Annual return | 19.75% | 31.45%-11.7pp | 5156.16%-5136.4pp | 73.14%-53.4pp |
| Employer contribution / active EE | $3,053 | $2,966+2.9% | $4,696-35.0% | $2,342+30.3% |
| Participant deferral / active EE | $6,436 | $5,051+27.4% | $6,247+3.0% | $3,332+93.2% |
| Admin fee / account holder | $2,807 | $5,420-48.2% | $9,244-69.6% | $4,645-39.6% |