Filed October 26, 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 | $134,338 | $88,778+51.3% | $81,844+64.1% | $145,884-7.9% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 13.01% | 1033.03%-1020.0pp | 778.87%-765.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $2,963 | $3,087-4.0% | $2,916+1.6% | $4,662-36.4% |
| Participant deferral / active EE | $7,574 | $4,648+62.9% | $4,323+75.2% | $6,690+13.2% |
| Admin fee / account holder | $1,667 | $8,430-80.2% | $7,355-77.3% | $13,392-87.6% |