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 | $25,852 | $57,305-54.9% | $86,640-70.2% | $75,173-65.6% |
| Participation rate | 93.3% | 63.2%+30.1pp | 71.7%+21.6pp | 67.2%+26.1pp |
| Annual return | 18.41% | 2674.24%-2655.8pp | 592.52%-574.1pp | 160.72%-142.3pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,958 | $3,320+139.7% | $4,438+79.3% | $4,126+92.9% |
| Admin fee / account holder | $455 | $4,116-88.9% | $5,616-91.9% | $5,651-91.9% |