Filed June 23, 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 | $50,143 | $65,704-23.7% | $94,229-46.8% | $59,633-15.9% |
| Participation rate | 82.9% | 72.1%+10.8pp | 78.8%+4.2pp | 68.7%+14.3pp |
| Annual return | -1.71% | 5.22%-6.9pp | 10.68%-12.4pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $1,989 | $2,021-1.6% | $3,587-44.5% | $2,203-9.7% |
| Participant deferral / active EE | $5,676 | $3,143+80.6% | $4,320+31.4% | $3,192+77.8% |
| Admin fee / account holder | $445 | $4,265-89.6% | $6,269-92.9% | $4,297-89.7% |