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 | $61,125-26.4% | $94,057-52.2% | $87,485-48.6% |
| Participation rate | 89.3% | 64.1%+25.2pp | 73.3%+15.9pp | 68.9%+20.4pp |
| Annual return | 18.61% | 35.20%-16.6pp | 480.62%-462.0pp | 26.06%-7.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,423 | $3,260+189.0% | $4,709+100.1% | $4,274+120.5% |
| Admin fee / account holder | $2,133 | $5,629-62.1% | $7,244-70.6% | $7,775-72.6% |