Filed February 3, 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 | $145,498 | $124,351+17.0% | $109,188+33.3% | $167,553-13.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.94% | 26.04%-7.1pp | 25.76%-6.8pp | 478.89%-459.9pp |
| Employer contribution / active EE | $4,870 | $4,210+15.7% | $3,723+30.8% | $4,840+0.6% |
| Participant deferral / active EE | $7,201 | $5,257+37.0% | $4,654+54.7% | $6,343+13.5% |
| Admin fee / account holder | $1,386 | $7,975-82.6% | $6,755-79.5% | $12,316-88.7% |