Filed January 13, 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 | $37,080 | $57,350-35.3% | $83,850-55.8% | $64,181-42.2% |
| Participation rate | 94.6% | 68.6%+26.0pp | 76.1%+18.4pp | 69.6%+25.0pp |
| Annual return | 7.84% | 11.38%-3.5pp | 850.92%-843.1pp | 7.63%+0.2pp |
| Employer contribution / active EE | $7,305 | $2,545+187.0% | $3,631+101.2% | $2,381+206.9% |
| Participant deferral / active EE | $2,248 | $2,993-24.9% | $4,082-44.9% | $3,470-35.2% |
| Admin fee / account holder | $946 | $4,046-76.6% | $5,478-82.7% | $4,887-80.6% |