Filed May 5, 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 | $53,376 | $93,345-42.8% | $119,126-55.2% | $87,485-39.0% |
| Participation rate | 71.4% | 68.7%+2.7pp | 75.8%-4.3pp | 68.9%+2.5pp |
| Annual return | 25.97% | 19.08%+6.9pp | 282.11%-256.1pp | 26.06%-0.1pp |
| Employer contribution / active EE | $1,691 | $3,172-46.7% | $4,034-58.1% | $2,596-34.9% |
| Participant deferral / active EE | $4,241 | $4,099+3.5% | $5,318-20.3% | $4,274-0.8% |
| Admin fee / account holder | $439 | $8,039-94.5% | $10,693-95.9% | $7,775-94.4% |