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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,670 | $60,139+49.1% | $90,461-0.9% | $79,856+12.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 6.02% | 71.96%-65.9pp | 1294.76%-1288.7pp | 31.71%-25.7pp |
| Employer contribution / active EE | $8,326 | $2,069+302.4% | $3,264+155.1% | $2,471+236.9% |
| Participant deferral / active EE | $4,793 | $2,939+63.1% | $3,964+20.9% | $3,741+28.1% |
| Admin fee / account holder | $755 | $3,978-81.0% | $5,617-86.6% | $5,306-85.8% |