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 | $169,077 | $103,008+64.1% | $90,304+87.2% | $152,897+10.6% |
| Participation rate | 95.2% | 75.9%+19.4pp | 73.3%+22.0pp | 82.5%+12.8pp |
| Annual return | 13.71% | 95.22%-81.5pp | 78.13%-64.4pp | 345.43%-331.7pp |
| Employer contribution / active EE | $4,207 | $3,139+34.0% | $2,855+47.4% | $4,764-11.7% |
| Participant deferral / active EE | $7,377 | $4,281+72.3% | $3,885+89.9% | $5,851+26.1% |
| Admin fee / account holder | $1,563 | $6,175-74.7% | $5,354-70.8% | $11,599-86.5% |