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 | $27,899 | $58,258-52.1% | $81,820-65.9% | $80,925-65.5% |
| Participation rate | 88.6% | 63.5%+25.1pp | 72.4%+16.2pp | 67.7%+20.9pp |
| Annual return | 20.31% | 41.76%-21.5pp | 777.93%-757.6pp | 35.65%-15.3pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,300 | $3,284+122.3% | $4,323+68.9% | $4,299+69.8% |
| Admin fee / account holder | $4,644 | $4,976-6.7% | $7,391-37.2% | $6,940-33.1% |