Filed January 28, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,935 | $51,638+438.2% | $68,368+306.5% | $82,448+237.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 14.02% | 37.53%-23.5pp | 292.57%-278.6pp | 41.64%-27.6pp |
| Employer contribution / active EE | $4,698 | $2,047+129.6% | $2,649+77.4% | $2,551+84.2% |
| Participant deferral / active EE | $11,415 | $2,914+291.8% | $4,123+176.9% | $4,139+175.8% |
| Admin fee / account holder | $37,721 | $4,643+712.4% | $5,150+632.5% | $7,234+421.4% |