Filed November 17, 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 | $39,517 | $56,199-29.7% | $67,652-41.6% | $59,632-33.7% |
| Participation rate | 85.5% | 71.5%+14.1pp | 75.7%+9.9pp | 68.7%+16.9pp |
| Annual return | -2.02% | 18505.31%-18507.3pp | 6625.04%-6627.1pp | 2041.32%-2043.3pp |
| Employer contribution / active EE | $816 | $1,614-49.5% | $2,266-64.0% | $2,203-63.0% |
| Participant deferral / active EE | $4,025 | $2,844+41.6% | $3,560+13.1% | $3,192+26.1% |
| Admin fee / account holder | $2,953 | $3,958-25.4% | $4,821-38.7% | $4,297-31.3% |