Filed November 17, 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 | $55,600 | $45,266+22.8% | $103,693-46.4% | $65,306-14.9% |
| Participation rate | 98.0% | 53.3%+44.7pp | 72.6%+25.4pp | 57.7%+40.3pp |
| Annual return | 17.13% | 25.10%-8.0pp | 47.61%-30.5pp | 21.94%-4.8pp |
| Employer contribution / active EE | $7,010 | $1,765+297.1% | $2,920+140.0% | $1,967+256.3% |
| Participant deferral / active EE | $4,863 | $2,099+131.7% | $4,579+6.2% | $2,959+64.3% |
| Admin fee / account holder | $4,404 | $3,221+36.7% | $7,858-44.0% | $3,480+26.6% |