Filed March 5, 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 | $50,711 | $40,275+25.9% | $57,356-11.6% | $59,633-15.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -0.09% | 27.52%-27.6pp | 24.41%-24.5pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $17,444 | $1,921+807.9% | $2,689+548.8% | $2,203+692.0% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,148 | $2,820-59.3% | $3,357-65.8% | $4,297-73.3% |