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 | $52,044 | $89,370-41.8% | $141,197-63.1% | $72,976-28.7% |
| Participation rate | 98.4% | 75.1%+23.2pp | 82.5%+15.9pp | 69.5%+28.9pp |
| Annual return | 34.23% | 111.88%-77.6pp | 71.41%-37.2pp | 81.02%-46.8pp |
| Employer contribution / active EE | $11,140 | $3,115+257.6% | $4,736+135.2% | $2,440+356.5% |
| Participant deferral / active EE | $4,899 | $5,419-9.6% | $6,710-27.0% | $3,608+35.8% |
| Admin fee / account holder | $1,360 | $5,957-77.2% | $10,265-86.8% | $5,124-73.5% |