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 | $88,702-9.6% | $81,780-1.9% | $145,978-45.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.53% | 1029.12%-1011.6pp | 776.27%-758.7pp | 550.52%-533.0pp |
| Employer contribution / active EE | $6,812 | $3,084+120.9% | $2,914+133.8% | $4,662+46.1% |
| Participant deferral / active EE | $10,545 | $4,645+127.0% | $4,321+144.1% | $6,690+57.6% |
| Admin fee / account holder | $16,895 | $8,414+100.8% | $7,384+128.8% | $13,400+26.1% |