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 | $82,764 | $90,607-8.7% | $79,467+4.1% | $135,380-38.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 10.42% | 977.74%-967.3pp | 718.30%-707.9pp | 519.81%-509.4pp |
| Employer contribution / active EE | $6,740 | $3,068+119.7% | $2,800+140.7% | $4,779+41.0% |
| Participant deferral / active EE | $4,424 | $4,050+9.2% | $3,704+19.4% | $5,609-21.1% |
| Admin fee / account holder | $5,891 | $5,895-0.1% | $5,104+15.4% | $10,828-45.6% |