Filed April 14, 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 | $53,306 | $85,766-37.8% | $136,298-60.9% | $70,126-24.0% |
| Participation rate | 82.1% | 74.2%+8.0pp | 81.9%+0.2pp | 69.5%+12.6pp |
| Annual return | 20.53% | 31.46%-10.9pp | 5156.27%-5135.7pp | 73.15%-52.6pp |
| Employer contribution / active EE | $2,462 | $2,966-17.0% | $4,696-47.6% | $2,343+5.1% |
| Participant deferral / active EE | $6,316 | $5,051+25.0% | $6,247+1.1% | $3,332+89.6% |
| Admin fee / account holder | $990 | $5,421-81.7% | $9,244-89.3% | $4,645-78.7% |