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 | $75,617 | $109,359-30.9% | $162,185-53.4% | $72,976+3.6% |
| Participation rate | 82.4% | 84.3%-1.8pp | 87.6%-5.1pp | 69.5%+12.9pp |
| Annual return | 22.55% | 25.46%-2.9pp | 115.61%-93.1pp | 81.02%-58.5pp |
| Employer contribution / active EE | $3,432 | $3,907-12.2% | $5,613-38.9% | $2,440+40.7% |
| Participant deferral / active EE | $6,749 | $5,481+23.1% | $7,297-7.5% | $3,608+87.1% |
| Admin fee / account holder | $10,425 | $7,972+30.8% | $10,844-3.9% | $5,124+103.4% |