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 | $88,778+78.4% | $81,844+93.5% | $145,884+8.6% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 18.53% | 1033.03%-1014.5pp | 778.87%-760.3pp | 551.85%-533.3pp |
| Employer contribution / active EE | $15,684 | $3,087+408.1% | $2,916+437.8% | $4,662+236.4% |
| Participant deferral / active EE | $16,329 | $4,648+251.3% | $4,323+277.7% | $6,690+144.1% |
| Admin fee / account holder | $60,673 | $8,430+619.7% | $7,355+724.9% | $13,392+353.1% |