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 | $90,429 | $109,872-17.7% | $98,483-8.2% | $167,536-46.0% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 45.74% | 1959.31%-1913.6pp | 1494.38%-1448.6pp | 478.82%-433.1pp |
| Employer contribution / active EE | $16,352 | $3,225+407.0% | $2,961+452.3% | $4,839+237.9% |
| Participant deferral / active EE | $14,419 | $4,673+208.5% | $4,276+237.2% | $6,342+127.4% |
| Admin fee / account holder | $3,321 | $6,757-50.8% | $5,953-44.2% | $12,315-73.0% |