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 | $68,836 | $43,338+58.8% | $59,887+14.9% | $64,173+7.3% |
| Participation rate | 94.9% | 69.2%+25.8pp | 74.7%+20.2pp | 69.6%+25.3pp |
| Annual return | 9.78% | -1.55%+11.3pp | 3.46%+6.3pp | 7.63%+2.1pp |
| Employer contribution / active EE | $2,052 | $2,030+1.1% | $2,722-24.6% | $2,381-13.8% |
| Participant deferral / active EE | $5,875 | $2,547+130.6% | $3,402+72.7% | $3,470+69.3% |
| Admin fee / account holder | $1,746 | $3,007-41.9% | $3,591-51.4% | $4,887-64.3% |