Filed March 4, 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 | $60,126 | $82,028-26.7% | $123,105-51.2% | $59,633+0.8% |
| Participation rate | 72.2% | 83.2%-11.0pp | 86.8%-14.6pp | 68.7%+3.6pp |
| Annual return | 4.64% | 5.12%-0.5pp | 13.22%-8.6pp | 2041.45%-2036.8pp |
| Employer contribution / active EE | $3,027 | $3,297-8.2% | $5,151-41.2% | $2,203+37.4% |
| Participant deferral / active EE | $5,240 | $4,667+12.3% | $6,229-15.9% | $3,192+64.2% |
| Admin fee / account holder | $755 | $5,879-87.2% | $9,014-91.6% | $4,297-82.4% |