Filed October 11, 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 | $56,667 | $105,200-46.1% | $159,474-64.5% | $85,847-34.0% |
| Participation rate | 93.4% | 75.8%+17.6pp | 82.8%+10.6pp | 69.3%+24.1pp |
| Annual return | 13.51% | 45.08%-31.6pp | 263.68%-250.2pp | 318.61%-305.1pp |
| Employer contribution / active EE | $7,858 | $3,319+136.8% | $4,831+62.7% | $2,565+206.3% |
| Participant deferral / active EE | $8,094 | $5,946+36.1% | $7,353+10.1% | $3,952+104.8% |
| Admin fee / account holder | $2,027 | $6,934-70.8% | $10,802-81.2% | $6,261-67.6% |