Filed November 12, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $343,485 | $157,296+118.4% | $141,191+143.3% | $152,897+124.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.49% | 64.34%-56.8pp | 71.41%-63.9pp | 345.43%-337.9pp |
| Employer contribution / active EE | $11,339 | $5,262+115.5% | $4,736+139.4% | $4,764+138.0% |
| Participant deferral / active EE | $5,429 | $7,111-23.7% | $6,710-19.1% | $5,851-7.2% |
| Admin fee / account holder | $5,062 | $12,125-58.2% | $10,264-50.7% | $11,599-56.4% |