Filed December 22, 2020
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,155 | $77,816-67.7% | $123,552-79.6% | $64,173-60.8% |
| Participation rate | 93.0% | 74.7%+18.2pp | 82.3%+10.7pp | 69.6%+23.4pp |
| Annual return | -8.63% | 12.49%-21.1pp | 119.20%-127.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $2,193 | $3,014-27.2% | $4,628-52.6% | $2,381-7.9% |
| Participant deferral / active EE | $4,816 | $5,240-8.1% | $6,426-25.1% | $3,470+38.8% |
| Admin fee / account holder | $1,190 | $5,519-78.4% | $9,285-87.2% | $4,887-75.7% |