Filed January 3, 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 | $95,396 | $102,595-7.0% | $94,057+1.4% | $154,746-38.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 18.42% | 583.42%-565.0pp | 480.62%-462.2pp | 172.34%-153.9pp |
| Employer contribution / active EE | $6,665 | $3,147+111.8% | $2,933+127.2% | $4,379+52.2% |
| Participant deferral / active EE | $10,857 | $5,118+112.1% | $4,709+130.5% | $6,730+61.3% |
| Admin fee / account holder | $997 | $7,736-87.1% | $7,244-86.2% | $14,365-93.1% |