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 | $93,231 | $100,060-6.8% | $149,721-37.7% | $70,126+32.9% |
| Participation rate | 73.1% | 83.6%-10.5pp | 87.1%-14.0pp | 69.5%+3.5pp |
| Annual return | 26.67% | 27.46%-0.8pp | 1501.67%-1475.0pp | 73.15%-46.5pp |
| Employer contribution / active EE | $3,195 | $3,661-12.7% | $5,444-41.3% | $2,343+36.4% |
| Participant deferral / active EE | $5,882 | $4,982+18.1% | $6,568-10.4% | $3,332+76.5% |
| Admin fee / account holder | $6,851 | $8,285-17.3% | $11,282-39.3% | $4,645+47.5% |