Filed October 15, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $461,560 | $156,398+195.1% | $147,318+213.3% | $138,895+232.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.82% | 78.75%-59.9pp | 70.43%-51.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $2,191 | $4,853-54.9% | $4,593-52.3% | $4,194-47.8% |
| Participant deferral / active EE | $11,525 | $8,237+39.9% | $7,906+45.8% | $6,396+80.2% |
| Admin fee / account holder | $30,832 | $14,976+105.9% | $13,708+124.9% | $12,562+145.4% |