Filed July 10, 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 | $102,999 | $58,311+76.6% | $81,882+25.8% | $80,959+27.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.68% | 41.85%-28.2pp | 779.47%-765.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $6,583 | $2,347+180.5% | $2,916+125.8% | $2,757+138.8% |
| Participant deferral / active EE | $6,800 | $3,287+106.9% | $4,323+57.3% | $4,300+58.1% |
| Admin fee / account holder | $8,997 | $4,752+89.3% | $7,360+22.3% | $6,925+29.9% |