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 | $162,136+184.7% | $152,301+203.1% | $154,746+198.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.82% | 91.02%-72.2pp | 80.50%-61.7pp | 172.34%-153.5pp |
| Employer contribution / active EE | $2,191 | $4,890-55.2% | $4,624-52.6% | $4,379-50.0% |
| Participant deferral / active EE | $11,525 | $8,341+38.2% | $8,004+44.0% | $6,730+71.2% |
| Admin fee / account holder | $30,832 | $15,759+95.6% | $14,398+114.1% | $14,365+114.6% |