Filed December 8, 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 | $76,742 | $99,017-22.5% | $86,587-11.4% | $147,585-48.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.02% | 1312.37%-1294.3pp | 964.86%-946.8pp | 578.56%-560.5pp |
| Employer contribution / active EE | $5,794 | $3,132+85.0% | $2,839+104.1% | $4,876+18.8% |
| Participant deferral / active EE | $3,426 | $3,972-13.8% | $3,609-5.1% | $5,439-37.0% |
| Admin fee / account holder | $7,800 | $5,710+36.6% | $4,906+59.0% | $10,885-28.3% |