Filed February 20, 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 | $45,097 | $55,449-18.7% | $83,831-46.2% | $56,289-19.9% |
| Participation rate | 71.8% | 68.0%+3.8pp | 76.1%-4.3pp | 69.9%+2.0pp |
| Annual return | -7.52% | -1.38%-6.1pp | 850.99%-858.5pp | -9.96%+2.4pp |
| Employer contribution / active EE | $913 | $2,430-62.4% | $3,631-74.9% | $2,111-56.8% |
| Participant deferral / active EE | $4,160 | $2,935+41.7% | $4,082+1.9% | $3,350+24.2% |
| Admin fee / account holder | $363 | $656-44.7% | $5,479-93.4% | $521-30.3% |