Filed April 29, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,599 | $156,398+69.8% | $147,318+80.3% | $138,895+91.2% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 13.65% | 78.75%-65.1pp | 70.43%-56.8pp | 145.39%-131.7pp |
| Employer contribution / active EE | $4,276 | $4,853-11.9% | $4,593-6.9% | $4,194+1.9% |
| Participant deferral / active EE | $5,978 | $8,237-27.4% | $7,906-24.4% | $6,396-6.5% |
| Admin fee / account holder | $3,482 | $14,976-76.7% | $13,708-74.6% | $12,562-72.3% |