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 | $54,968 | $143,969-61.8% | $199,883-72.5% | $82,637-33.5% |
| Participation rate | 88.2% | 84.1%+4.1pp | 86.8%+1.5pp | 68.1%+20.2pp |
| Annual return | 20.04% | 25.67%-5.6pp | 43.81%-23.8pp | 53.51%-33.5pp |
| Employer contribution / active EE | $5,031 | $4,632+8.6% | $6,261-19.6% | $2,552+97.1% |
| Participant deferral / active EE | $9,004 | $6,937+29.8% | $9,138-1.5% | $4,126+118.2% |
| Admin fee / account holder | $3,713 | $14,597-74.6% | $17,268-78.5% | $7,339-49.4% |