Filed November 11, 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 | $6,688 | $57,590-88.4% | $86,233-92.2% | $82,448-91.9% |
| Participation rate | 97.0% | 57.9%+39.1pp | 69.0%+28.0pp | 68.1%+28.9pp |
| Annual return | 17.10% | 22.41%-5.3pp | 61.39%-44.3pp | 41.64%-24.5pp |
| Employer contribution / active EE | $640 | $1,655-61.4% | $2,504-74.5% | $2,551-74.9% |
| Participant deferral / active EE | $1,216 | $3,080-60.5% | $4,559-73.3% | $4,139-70.6% |
| Admin fee / account holder | $906 | $4,730-80.9% | $8,342-89.1% | $7,234-87.5% |