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 | $88,672-39.8% | $105,223-49.3% | $82,448-35.3% |
| Participation rate | 71.4% | 67.9%+3.5pp | 75.0%-3.6pp | 68.1%+3.4pp |
| Annual return | 25.97% | 30.86%-4.9pp | 180.65%-154.7pp | 41.64%-15.7pp |
| Employer contribution / active EE | $1,691 | $3,048-44.5% | $3,689-54.1% | $2,551-33.7% |
| Participant deferral / active EE | $4,241 | $4,036+5.1% | $5,072-16.4% | $4,139+2.5% |
| Admin fee / account holder | $439 | $7,146-93.9% | $8,859-95.0% | $7,234-93.9% |