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 | $81,262-62.2% | $155,602-80.3% | $80,911-62.1% |
| Participation rate | 70.2% | 66.2%+4.0pp | 78.2%-8.0pp | 67.6%+2.6pp |
| Annual return | 12.32% | 33.34%-21.0pp | 64.81%-52.5pp | 35.63%-23.3pp |
| Employer contribution / active EE | $2,029 | $3,102-34.6% | $4,675-56.6% | $2,756-26.4% |
| Participant deferral / active EE | $3,929 | $3,451+13.8% | $5,629-30.2% | $4,297-8.6% |
| Admin fee / account holder | $4,727 | $7,992-40.9% | $15,923-70.3% | $6,935-31.8% |