Filed January 22, 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 | $41,422 | $85,766-51.7% | $136,298-69.6% | $70,126-40.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 25.29% | 31.46%-6.2pp | 5156.27%-5131.0pp | 73.15%-47.9pp |
| Employer contribution / active EE | $9,073 | $2,966+205.9% | $4,696+93.2% | $2,343+287.3% |
| Participant deferral / active EE | $7,153 | $5,051+41.6% | $6,247+14.5% | $3,332+114.7% |
| Admin fee / account holder | $584 | $5,421-89.2% | $9,244-93.7% | $4,645-87.4% |