Filed November 13, 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 | $121,191 | $209,336-42.1% | $197,124-38.5% | $137,256-11.7% |
| Participation rate | 78.3% | 87.3%-9.0pp | 86.7%-8.5pp | 80.0%-1.7pp |
| Annual return | 14.19% | 48.09%-33.9pp | 44.34%-30.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,158 | $6,591-67.3% | $6,227-65.3% | $4,156-48.1% |
| Participant deferral / active EE | $4,758 | $9,614-50.5% | $9,135-47.9% | $6,407-25.7% |
| Admin fee / account holder | $367 | $17,308-97.9% | $16,298-97.7% | $12,270-97.0% |