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 | $56,997 | $54,541+4.5% | $78,778-27.6% | $70,126-18.7% |
| Participation rate | 91.7% | 60.8%+30.9pp | 69.2%+22.5pp | 69.5%+22.1pp |
| Annual return | 14.38% | 21.07%-6.7pp | 35.62%-21.2pp | 73.15%-58.8pp |
| Employer contribution / active EE | $1,949 | $1,089+79.0% | $1,986-1.9% | $2,343-16.8% |
| Participant deferral / active EE | $2,705 | $2,210+22.4% | $2,958-8.6% | $3,332-18.8% |
| Admin fee / account holder | $981 | $3,709-73.6% | $5,134-80.9% | $4,645-78.9% |