Filed October 6, 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 | $44,826 | $78,672-43.0% | $109,163-58.9% | $85,856-47.8% |
| Participation rate | 92.1% | 68.3%+23.8pp | 75.9%+16.2pp | 69.3%+22.8pp |
| Annual return | 16.28% | 25.09%-8.8pp | 25.75%-9.5pp | 318.58%-302.3pp |
| Employer contribution / active EE | $5,978 | $2,734+118.7% | $3,723+60.6% | $2,565+133.0% |
| Participant deferral / active EE | $7,996 | $3,467+130.6% | $4,654+71.8% | $3,952+102.3% |
| Admin fee / account holder | $7,911 | $5,470+44.6% | $6,754+17.1% | $6,261+26.4% |