Filed October 29, 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 | $92,886 | $51,638+79.9% | $68,368+35.9% | $82,448+12.7% |
| Participation rate | 77.1% | 63.6%+13.5pp | 73.8%+3.3pp | 68.1%+9.0pp |
| Annual return | 22.91% | 37.53%-14.6pp | 292.57%-269.7pp | 41.64%-18.7pp |
| Employer contribution / active EE | $4,568 | $2,047+123.2% | $2,649+72.4% | $2,551+79.1% |
| Participant deferral / active EE | $9,888 | $2,914+239.4% | $4,123+139.9% | $4,139+138.9% |
| Admin fee / account holder | $5,530 | $4,643+19.1% | $5,150+7.4% | $7,234-23.6% |