Filed May 19, 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 | $48,086 | $48,364-0.6% | $71,796-33.0% | $62,881-23.5% |
| Participation rate | 91.7% | 60.6%+31.0pp | 69.1%+22.6pp | 69.3%+22.4pp |
| Annual return | 7.87% | 13.16%-5.3pp | 78.04%-70.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,784 | $1,042+71.3% | $1,924-7.3% | $2,281-21.8% |
| Participant deferral / active EE | $2,505 | $2,091+19.8% | $2,794-10.4% | $3,203-21.8% |
| Admin fee / account holder | $756 | $3,771-79.9% | $4,815-84.3% | $4,296-82.4% |