Filed May 27, 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 | $34,931 | $99,957-65.1% | $149,715-76.7% | $73,493-52.5% |
| Participation rate | 71.4% | 75.7%-4.3pp | 82.5%-11.0pp | 70.7%+0.7pp |
| Annual return | 19.84% | 53.87%-34.0pp | 276.66%-256.8pp | 28.51%-8.7pp |
| Employer contribution / active EE | $1,752 | $3,191-45.1% | $4,645-62.3% | $2,270-22.8% |
| Participant deferral / active EE | $3,368 | $6,073-44.5% | $6,842-50.8% | $3,740-10.0% |
| Admin fee / account holder | $4,564 | $551+728.8% | $9,310-51.0% | $513+789.6% |