Filed June 30, 2021
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,894 | $93,064-28.1% | $74,577-10.3% | $273,972-75.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -0.35% | 26.18%-26.5pp | 20.47%-20.8pp | 41.46%-41.8pp |
| Employer contribution / active EE | $861 | $3,160-72.7% | $2,525-65.9% | $4,869-82.3% |
| Participant deferral / active EE | $2,161 | $4,160-48.1% | $3,458-37.5% | $5,287-59.1% |
| Admin fee / account holder | $406 | $5,273-92.3% | $4,138-90.2% | $10,133-96.0% |