Filed September 25, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,827 | $107,353+188.6% | $92,903+233.5% | $152,885+102.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -0.33% | 145.62%-145.9pp | 109.43%-109.8pp | 345.39%-345.7pp |
| Employer contribution / active EE | $13,176 | $4,222+212.1% | $3,653+260.7% | $4,763+176.6% |
| Participant deferral / active EE | $11,836 | $4,848+144.2% | $4,238+179.3% | $5,851+102.3% |
| Admin fee / account holder | $13,563 | $7,081+91.5% | $5,795+134.1% | $11,598+16.9% |