Filed March 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 | $69,996 | $160,028-56.3% | $147,080-52.4% | $145,884-52.0% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 14.95% | 98.60%-83.7pp | 420.17%-405.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $4,128 | $5,286-21.9% | $4,933-16.3% | $4,662-11.5% |
| Participant deferral / active EE | $11,509 | $8,422+36.7% | $8,066+42.7% | $6,690+72.0% |
| Admin fee / account holder | $1,872 | $15,030-87.5% | $12,989-85.6% | $13,392-86.0% |