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 | $41,656 | $185,856-77.6% | $170,028-75.5% | $139,456-70.1% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 19.82% | 60.52%-40.7pp | 53.39%-33.6pp | 373.45%-353.6pp |
| Employer contribution / active EE | $4,730 | $7,593-37.7% | $6,788-30.3% | $4,753-0.5% |
| Participant deferral / active EE | $9,057 | $11,623-22.1% | $10,409-13.0% | $6,711+34.9% |
| Admin fee / account holder | $4,089 | $15,387-73.4% | $12,820-68.1% | $11,407-64.2% |