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 | $112,472 | $51,638+117.8% | $68,368+64.5% | $82,448+36.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 16.92% | 37.53%-20.6pp | 292.57%-275.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $7,289 | $2,047+256.2% | $2,649+175.2% | $2,551+185.7% |
| Participant deferral / active EE | $6,254 | $2,914+114.7% | $4,123+51.7% | $4,139+51.1% |
| Admin fee / account holder | $4,187 | $4,643-9.8% | $5,150-18.7% | $7,234-42.1% |