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 | $76,421 | $42,909+78.1% | $60,906+25.5% | $68,486+11.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.64% | -13.99%-0.6pp | 16.94%-31.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $2,489 | $1,979+25.8% | $2,703-7.9% | $2,597-4.2% |
| Participant deferral / active EE | $6,776 | $2,866+136.4% | $3,814+77.7% | $4,028+68.2% |
| Admin fee / account holder | $3,980 | $3,104+28.2% | $3,227+23.3% | $5,404-26.4% |