Filed July 19, 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 | $44,987 | $51,638-12.9% | $68,368-34.2% | $82,448-45.4% |
| Participation rate | 89.3% | 63.6%+25.7pp | 73.8%+15.5pp | 68.1%+21.2pp |
| Annual return | 18.61% | 37.53%-18.9pp | 292.57%-274.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,423 | $2,914+223.4% | $4,123+128.6% | $4,139+127.6% |
| Admin fee / account holder | $2,133 | $4,643-54.1% | $5,150-58.6% | $7,234-70.5% |