Filed December 9, 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 | $36,894 | $92,766-60.2% | $82,763-55.4% | $134,545-72.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.99% | 946.97%-966.0pp | 702.45%-721.4pp | 418.37%-437.4pp |
| Employer contribution / active EE | $7,899 | $3,273+141.3% | $3,008+162.6% | $4,742+66.6% |
| Participant deferral / active EE | $10,900 | $4,802+127.0% | $4,395+148.0% | $6,401+70.3% |
| Admin fee / account holder | $2,776 | $5,978-53.6% | $5,325-47.9% | $11,431-75.7% |