Filed November 3, 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 | $30,683 | $81,358-62.3% | $155,556-80.3% | $80,959-62.1% |
| Participation rate | 70.2% | 66.3%+3.9pp | 78.2%-8.0pp | 67.7%+2.5pp |
| Annual return | 12.32% | 33.39%-21.1pp | 64.84%-52.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $2,029 | $3,106-34.7% | $4,675-56.6% | $2,757-26.4% |
| Participant deferral / active EE | $3,929 | $3,455+13.7% | $5,631-30.2% | $4,300-8.6% |
| Admin fee / account holder | $4,727 | $7,994-40.9% | $15,885-70.2% | $6,925-31.7% |