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 | $159,978-56.2% | $147,041-52.4% | $145,978-52.1% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 14.95% | 98.36%-83.4pp | 419.21%-404.3pp | 550.52%-535.6pp |
| Employer contribution / active EE | $4,128 | $5,288-21.9% | $4,935-16.3% | $4,662-11.4% |
| Participant deferral / active EE | $11,509 | $8,429+36.5% | $8,071+42.6% | $6,690+72.0% |
| Admin fee / account holder | $1,872 | $15,053-87.6% | $13,006-85.6% | $13,400-86.0% |