Filed January 8, 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 | $31,870 | $106,005-69.9% | $92,239-65.4% | $147,585-78.4% |
| Participation rate | 78.3% | 80.4%-2.2pp | 76.5%+1.8pp | 82.8%-4.6pp |
| Annual return | 19.30% | 50.05%-30.7pp | 176.29%-157.0pp | 578.58%-559.3pp |
| Employer contribution / active EE | $2,427 | $4,333-44.0% | $3,680-34.0% | $4,876-50.2% |
| Participant deferral / active EE | $5,049 | $4,478+12.8% | $3,897+29.6% | $5,439-7.2% |
| Admin fee / account holder | $821 | $6,333-87.0% | $5,194-84.2% | $10,886-92.5% |