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 | $34,787 | $60,119-42.1% | $90,430-61.5% | $79,858-56.4% |
| Participation rate | 73.7% | 65.0%+8.7pp | 72.7%+1.0pp | 69.6%+4.0pp |
| Annual return | 24.46% | 71.94%-47.5pp | 1293.73%-1269.3pp | 31.72%-7.3pp |
| Employer contribution / active EE | $5,726 | $2,068+176.9% | $3,262+75.5% | $2,471+131.7% |
| Participant deferral / active EE | $8,701 | $2,938+196.2% | $3,963+119.6% | $3,740+132.6% |
| Admin fee / account holder | $3,209 | $3,976-19.3% | $5,613-42.8% | $5,306-39.5% |