Filed November 2, 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 | $86,410 | $98,766-12.5% | $149,730-42.3% | $79,852+8.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.77% | 27.43%-14.7pp | 276.70%-263.9pp | 31.72%-18.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,587 | $5,681+33.6% | $6,843+10.9% | $3,740+102.9% |
| Admin fee / account holder | $1,045 | $6,052-82.7% | $9,310-88.8% | $5,306-80.3% |