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 | $109,778 | $65,434+67.8% | $98,483+11.5% | $85,847+27.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 34.45% | 21.75%+12.7pp | 1494.38%-1459.9pp | 318.61%-284.2pp |
| Employer contribution / active EE | $7,845 | $2,169+261.7% | $2,961+165.0% | $2,565+205.8% |
| Participant deferral / active EE | $4,372 | $3,168+38.0% | $4,276+2.2% | $3,952+10.6% |
| Admin fee / account holder | $2,459 | $4,595-46.5% | $5,953-58.7% | $6,261-60.7% |