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 | $104,448 | $80,992+29.0% | $96,534+8.2% | $75,173+38.9% |
| Participation rate | 72.0% | 71.8%+0.2pp | 76.0%-4.0pp | 67.2%+4.8pp |
| Annual return | 22.65% | 27.05%-4.4pp | 25.88%-3.2pp | 160.72%-138.1pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,417 | $3,929+12.4% | $4,851-9.0% | $4,126+7.0% |
| Admin fee / account holder | $13,375 | $6,717+99.1% | $8,253+62.1% | $5,651+136.7% |