Filed January 31, 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 | $26,599 | $99,011-73.1% | $86,582-69.3% | $147,586-82.0% |
| Participation rate | 90.5% | 76.3%+14.1pp | 73.5%+16.9pp | 82.8%+7.6pp |
| Annual return | 16.28% | 1312.75%-1296.5pp | 965.08%-948.8pp | 578.59%-562.3pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,374 | $3,972-40.2% | $3,609-34.2% | $5,439-56.4% |
| Admin fee / account holder | $303 | $5,709-94.7% | $4,904-93.8% | $10,886-97.2% |