Filed November 9, 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 | $37,708 | $77,817-51.5% | $123,553-69.5% | $64,173-41.2% |
| Participation rate | 85.3% | 74.7%+10.6pp | 82.3%+3.0pp | 69.6%+15.7pp |
| Annual return | -1.61% | 12.49%-14.1pp | 119.21%-120.8pp | 7.63%-9.2pp |
| Employer contribution / active EE | $4,002 | $3,014+32.8% | $4,628-13.5% | $2,381+68.1% |
| Participant deferral / active EE | $11,835 | $5,240+125.9% | $6,426+84.2% | $3,470+241.1% |
| Admin fee / account holder | $2,390 | $5,519-56.7% | $9,284-74.3% | $4,887-51.1% |