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 | $99,011-22.5% | $86,582-11.4% | $147,586-48.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.02% | 1312.75%-1294.7pp | 965.08%-947.1pp | 578.59%-560.6pp |
| 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 | $5,709+36.6% | $4,904+59.1% | $10,886-28.3% |