Filed February 12, 2020
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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 | $68,058 | $45,050+51.1% | $63,018+8.0% | $70,126-2.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.66% | 18.76%-5.1pp | 87.62%-74.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $2,150 | $2,052+4.8% | $2,761-22.1% | $2,343-8.2% |
| Participant deferral / active EE | $2,150 | $2,466-12.8% | $3,330-35.4% | $3,332-35.5% |
| Admin fee / account holder | $2,087 | $2,834-26.4% | $3,601-42.0% | $4,645-55.1% |