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 | $33,286 | $103,038-67.7% | $90,324-63.1% | $152,909-78.2% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 29.60% | 95.25%-65.7pp | 78.15%-48.6pp | 345.46%-315.9pp |
| Employer contribution / active EE | $2,320 | $3,141-26.1% | $2,856-18.8% | $4,764-51.3% |
| Participant deferral / active EE | $10,054 | $4,282+134.8% | $3,885+158.8% | $5,851+71.8% |
| Admin fee / account holder | $1,603 | $6,177-74.0% | $5,356-70.1% | $11,601-86.2% |