Filed April 29, 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 | $146,396 | $197,625-25.9% | $177,840-17.7% | $158,966-7.9% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 16.42% | 58.76%-42.3pp | 48.32%-31.9pp | 302.95%-286.5pp |
| Employer contribution / active EE | $2,258 | $6,698-66.3% | $5,919-61.8% | $4,762-52.6% |
| Participant deferral / active EE | $8,549 | $8,405+1.7% | $7,714+10.8% | $5,983+42.9% |
| Admin fee / account holder | $11,202 | $15,405-27.3% | $12,431-9.9% | $11,250-0.4% |