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 | $67,559 | $78,707-14.2% | $117,861-42.7% | $70,126-3.7% |
| Participation rate | 92.9% | 73.2%+19.7pp | 79.7%+13.2pp | 69.5%+23.3pp |
| Annual return | 20.29% | 23.30%-3.0pp | 335.11%-314.8pp | 73.15%-52.9pp |
| Employer contribution / active EE | $2,071 | $2,223-6.9% | $3,786-45.3% | $2,343-11.6% |
| Participant deferral / active EE | $7,588 | $3,297+130.1% | $4,482+69.3% | $3,332+127.7% |
| Admin fee / account holder | $1,180 | $5,066-76.7% | $8,021-85.3% | $4,645-74.6% |