Filed September 17, 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 | $63,739 | $80,812-21.1% | $160,784-60.4% | $82,448-22.7% |
| Participation rate | 70.0% | 66.2%+3.8pp | 77.0%-7.0pp | 68.1%+1.9pp |
| Annual return | 15.43% | 100.59%-85.2pp | 1803.92%-1788.5pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,345 | $2,174+7.9% | $3,733-37.2% | $2,551-8.1% |
| Participant deferral / active EE | $4,735 | $4,335+9.2% | $6,293-24.8% | $4,139+14.4% |
| Admin fee / account holder | $10,849 | $7,695+41.0% | $9,717+11.6% | $7,234+50.0% |