Filed August 10, 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 | $61,588 | $58,493+5.3% | $84,023-26.7% | $72,976-15.6% |
| Participation rate | 77.1% | 61.2%+15.9pp | 69.0%+8.1pp | 69.5%+7.7pp |
| Annual return | 22.15% | 28.93%-6.8pp | 71.32%-49.2pp | 81.02%-58.9pp |
| Employer contribution / active EE | $430 | $1,163-63.0% | $1,984-78.3% | $2,440-82.4% |
| Participant deferral / active EE | $2,518 | $2,394+5.2% | $3,239-22.3% | $3,608-30.2% |
| Admin fee / account holder | $8,214 | $4,569+79.8% | $6,102+34.6% | $5,124+60.3% |