Filed February 3, 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 | $149,553 | $108,825+37.4% | $156,181-4.2% | $82,448+81.4% |
| Participation rate | 78.6% | 72.4%+6.2pp | 78.8%-0.3pp | 68.1%+10.5pp |
| Annual return | 17.59% | 20.59%-3.0pp | 64.87%-47.3pp | 41.64%-24.0pp |
| Employer contribution / active EE | $5,783 | $2,870+101.5% | $4,294+34.7% | $2,551+126.7% |
| Participant deferral / active EE | $14,354 | $4,577+213.6% | $6,132+134.1% | $4,139+246.8% |
| Admin fee / account holder | $3,104 | $9,341-66.8% | $14,586-78.7% | $7,234-57.1% |