Filed March 12, 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 | $158,388 | $88,815+78.3% | $81,882+93.4% | $145,897+8.6% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 18.53% | 1033.75%-1015.2pp | 779.47%-760.9pp | 552.29%-533.8pp |
| Employer contribution / active EE | $15,684 | $3,086+408.2% | $2,916+437.9% | $4,663+236.4% |
| Participant deferral / active EE | $16,329 | $4,647+251.4% | $4,323+277.7% | $6,689+144.1% |
| Admin fee / account holder | $60,673 | $8,434+619.4% | $7,360+724.4% | $13,390+353.1% |