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 | $50,578 | $90,486-44.1% | $78,676-35.7% | $273,972-81.5% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 9.19% | 75.62%-66.4pp | 62.19%-53.0pp | 41.46%-32.3pp |
| Employer contribution / active EE | $3,499 | $3,175+10.2% | $2,850+22.8% | $4,869-28.1% |
| Participant deferral / active EE | $11,532 | $3,901+195.6% | $3,517+227.9% | $5,287+118.1% |
| Admin fee / account holder | $13,541 | $5,263+157.3% | $4,510+200.2% | $10,133+33.6% |