Filed March 30, 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 | $34,537 | $167,522-79.4% | $151,639-77.2% | $134,532-74.3% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | -12.64% | 7.81%-20.4pp | 3.34%-16.0pp | 418.27%-430.9pp |
| Employer contribution / active EE | $5,178 | $6,828-24.2% | $6,165-16.0% | $4,741+9.2% |
| Participant deferral / active EE | $8,573 | $8,986-4.6% | $8,363+2.5% | $6,401+33.9% |
| Admin fee / account holder | $2,082 | $13,780-84.9% | $11,613-82.1% | $11,429-81.8% |