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 | $45,900+21.1% | $94,057-40.9% | $64,340-13.6% |
| Participation rate | 98.0% | 50.6%+47.4pp | 73.3%+24.7pp | 55.2%+42.8pp |
| Annual return | 17.13% | 50.47%-33.3pp | 480.62%-463.5pp | 24.14%-7.0pp |
| Employer contribution / active EE | $7,010 | $1,612+334.8% | $2,933+139.0% | $1,862+276.5% |
| Participant deferral / active EE | $4,863 | $2,102+131.3% | $4,709+3.3% | $2,980+63.2% |
| Admin fee / account holder | $4,404 | $3,143+40.1% | $7,244-39.2% | $3,703+19.0% |