Filed February 7, 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 | $174,263 | $115,903+50.4% | $100,528+73.3% | $158,966+9.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.05% | 34.80%-20.8pp | 30.90%-16.8pp | 302.95%-288.9pp |
| Employer contribution / active EE | $11,630 | $4,105+183.3% | $3,419+240.2% | $4,762+144.2% |
| Participant deferral / active EE | $16,377 | $6,677+145.3% | $6,271+161.1% | $5,983+173.7% |
| Admin fee / account holder | $349 | $11,000-96.8% | $8,084-95.7% | $11,250-96.9% |