Filed January 7, 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 | $121,857 | $124,346-2.0% | $111,308+9.5% | $167,536-27.3% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 15.29% | 37.45%-22.2pp | 54.67%-39.4pp | 478.82%-463.5pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,725 | $5,182-28.1% | $4,487-17.0% | $6,342-41.3% |
| Admin fee / account holder | $1,380 | $10,621-87.0% | $7,965-82.7% | $12,315-88.8% |