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 | $54,849 | $103,008-46.8% | $90,304-39.3% | $152,897-64.1% |
| Participation rate | 94.4% | 75.9%+18.6pp | 73.3%+21.2pp | 82.5%+12.0pp |
| Annual return | 23.07% | 95.22%-72.2pp | 78.13%-55.1pp | 345.43%-322.4pp |
| Employer contribution / active EE | $5,104 | $3,139+62.6% | $2,855+78.8% | $4,764+7.1% |
| Participant deferral / active EE | $8,696 | $4,281+103.1% | $3,885+123.8% | $5,851+48.6% |
| Admin fee / account holder | $5,605 | $6,175-9.2% | $5,354+4.7% | $11,599-51.7% |