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 | $99,816 | $54,357+83.6% | $82,706+20.7% | $68,495+45.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.37% | -13.67%-3.7pp | 701.76%-719.1pp | -7.84%-9.5pp |
| Employer contribution / active EE | $8,253 | $2,218+272.0% | $3,007+174.4% | $2,596+217.9% |
| Participant deferral / active EE | $8,349 | $3,246+157.2% | $4,394+90.0% | $4,028+107.3% |
| Admin fee / account holder | $4,168 | $4,396-5.2% | $5,329-21.8% | $5,403-22.9% |