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 | $45,308 | $84,685-46.5% | $73,836-38.6% | $125,389-63.9% |
| Participation rate | 91.7% | 76.8%+14.9pp | 73.4%+18.2pp | 83.2%+8.5pp |
| Annual return | 2.68% | 3123.80%-3121.1pp | 2268.06%-2265.4pp | 282.24%-279.6pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $9,054 | $3,993+126.8% | $3,583+152.7% | $5,352+69.2% |
| Admin fee / account holder | $4,292 | $5,694-24.6% | $4,882-12.1% | $9,541-55.0% |