Filed January 7, 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 | $45,693 | $40,275+13.5% | $57,356-20.3% | $59,633-23.4% |
| Participation rate | 85.1% | 69.1%+16.0pp | 75.1%+10.1pp | 68.7%+16.5pp |
| Annual return | -1.51% | 27.52%-29.0pp | 24.41%-25.9pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $1,104 | $1,921-42.5% | $2,689-58.9% | $2,203-49.9% |
| Participant deferral / active EE | $2,772 | $2,400+15.5% | $3,162-12.3% | $3,192-13.2% |
| Admin fee / account holder | $3,693 | $2,820+30.9% | $3,357+10.0% | $4,297-14.1% |