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 | $54,275 | $39,132+38.7% | $57,196-5.1% | $62,881-13.7% |
| Participation rate | 95.5% | 70.5%+25.0pp | 75.3%+20.1pp | 69.3%+26.1pp |
| Annual return | 5.45% | 9.24%-3.8pp | 14.59%-9.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,414 | $1,874+28.8% | $2,683-10.0% | $2,281+5.8% |
| Participant deferral / active EE | $6,158 | $2,374+159.4% | $3,096+98.9% | $3,203+92.3% |
| Admin fee / account holder | $6,283 | $2,594+142.2% | $3,141+100.1% | $4,296+46.3% |