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 | $88,710+78.5% | $81,783+93.7% | $145,959+8.5% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.4%+18.6pp | 80.3%+10.6pp |
| Annual return | 18.53% | 1027.26%-1008.7pp | 775.05%-756.5pp | 561.95%-543.4pp |
| Employer contribution / active EE | $15,684 | $3,083+408.7% | $2,913+438.5% | $4,661+236.5% |
| Participant deferral / active EE | $16,329 | $4,645+251.6% | $4,320+278.0% | $6,689+144.1% |
| Admin fee / account holder | $60,673 | $8,407+621.7% | $7,380+722.1% | $13,398+352.9% |