Filed September 8, 2021
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,603 | $73,863-84.3% | $143,797-91.9% | $68,490-83.1% |
| Participation rate | 95.7% | 66.7%+29.0pp | 80.3%+15.3pp | 67.9%+27.8pp |
| Annual return | -15.23% | 0.91%-16.1pp | -0.04%-15.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $2,174 | $3,185-31.7% | $4,952-56.1% | $2,597-16.3% |
| Participant deferral / active EE | $619 | $3,385-81.7% | $5,638-89.0% | $4,028-84.6% |
| Admin fee / account holder | $819 | $5,756-85.8% | $14,679-94.4% | $5,403-84.8% |