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 | $134,156 | $60,128+123.1% | $90,440+48.3% | $79,852+68.0% |
| Participation rate | 80.0% | 65.0%+15.0pp | 72.7%+7.3pp | 69.6%+10.4pp |
| Annual return | 0.00% | 71.95%-71.9pp | 1294.38%-1294.4pp | 31.72%-31.7pp |
| Employer contribution / active EE | $8,681 | $2,068+319.7% | $3,263+166.1% | $2,471+251.3% |
| Participant deferral / active EE | $6,699 | $2,939+128.0% | $3,964+69.0% | $3,740+79.1% |
| Admin fee / account holder | $1,265 | $3,977-68.2% | $5,615-77.5% | $5,306-76.2% |