Filed July 1, 2020
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,362 | $63,342-86.8% | $92,235-90.9% | $70,131-88.1% |
| Participation rate | 93.8% | 68.7%+25.1pp | 76.5%+17.3pp | 69.5%+24.3pp |
| Annual return | 27.22% | 530.15%-502.9pp | 176.28%-149.1pp | 73.14%-45.9pp |
| Employer contribution / active EE | $1,146 | $2,471-53.6% | $3,679-68.9% | $2,342-51.1% |
| Participant deferral / active EE | $1,739 | $2,854-39.1% | $3,897-55.4% | $3,332-47.8% |
| Admin fee / account holder | $1,453 | $3,840-62.2% | $5,194-72.0% | $4,645-68.7% |