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 | $80,209 | $88,778-9.7% | $81,844-2.0% | $145,884-45.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.53% | 1033.03%-1015.5pp | 778.87%-761.3pp | 551.85%-534.3pp |
| Employer contribution / active EE | $6,812 | $3,087+120.7% | $2,916+133.6% | $4,662+46.1% |
| Participant deferral / active EE | $10,545 | $4,648+126.9% | $4,323+143.9% | $6,690+57.6% |
| Admin fee / account holder | $16,895 | $8,430+100.4% | $7,355+129.7% | $13,392+26.2% |