Filed March 6, 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 | $178,572 | $98,240+81.8% | $82,313+116.9% | $147,585+21.0% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 13.53% | 30.85%-17.3pp | 25.88%-12.3pp | 578.58%-565.1pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,093 | $4,383+61.8% | $3,706+91.4% | $5,439+30.4% |
| Admin fee / account holder | $31,428 | $8,563+267.0% | $5,608+460.4% | $10,886+188.7% |