Filed February 11, 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 | $147,495 | $90,607+62.8% | $79,467+85.6% | $135,380+8.9% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -1.00% | 977.74%-978.7pp | 718.30%-719.3pp | 519.81%-520.8pp |
| Employer contribution / active EE | $3,702 | $3,068+20.7% | $2,800+32.2% | $4,779-22.5% |
| Participant deferral / active EE | $6,739 | $4,050+66.4% | $3,704+82.0% | $5,609+20.2% |
| Admin fee / account holder | $508 | $5,895-91.4% | $5,104-90.0% | $10,828-95.3% |