Filed August 15, 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 | $32,018 | $98,760-67.6% | $149,715-78.6% | $79,858-59.9% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.5%+14.8pp | 69.6%+27.7pp |
| Annual return | 23.66% | 27.43%-3.8pp | 276.66%-253.0pp | 31.72%-8.1pp |
| Employer contribution / active EE | $2,002 | $3,217-37.8% | $4,645-56.9% | $2,471-19.0% |
| Participant deferral / active EE | $4,048 | $5,681-28.7% | $6,842-40.8% | $3,740+8.2% |
| Admin fee / account holder | $1,202 | $6,053-80.1% | $9,310-87.1% | $5,306-77.3% |