Filed March 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,811 | $100,033-37.2% | $149,716-58.0% | $70,124-10.4% |
| Participation rate | 90.6% | 83.6%+7.0pp | 87.1%+3.5pp | 69.5%+21.0pp |
| Annual return | 38.37% | 27.43%+10.9pp | 1501.67%-1463.3pp | 73.14%-34.8pp |
| Employer contribution / active EE | $2,352 | $3,661-35.8% | $5,444-56.8% | $2,342+0.4% |
| Participant deferral / active EE | $2,881 | $4,982-42.2% | $6,568-56.1% | $3,332-13.5% |
| Admin fee / account holder | $2,404 | $8,285-71.0% | $11,282-78.7% | $4,645-48.3% |