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 | $63,744 | $43,333+47.1% | $59,883+6.4% | $64,181-0.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.86% | -1.55%-1.3pp | 3.46%-6.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,240 | $2,029+10.4% | $2,722-17.7% | $2,381-5.9% |
| Participant deferral / active EE | $2,240 | $2,547-12.1% | $3,402-34.2% | $3,470-35.5% |
| Admin fee / account holder | $4,463 | $3,006+48.5% | $3,591+24.3% | $4,887-8.7% |