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 | $88,754+78.5% | $81,820+93.6% | $145,877+8.6% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 18.53% | 1031.77%-1013.2pp | 777.93%-759.4pp | 551.28%-532.7pp |
| Employer contribution / active EE | $15,684 | $3,085+408.3% | $2,915+438.0% | $4,663+236.4% |
| Participant deferral / active EE | $16,329 | $4,648+251.4% | $4,323+277.8% | $6,691+144.1% |
| Admin fee / account holder | $60,673 | $8,424+620.3% | $7,391+721.0% | $13,402+352.7% |