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 | $55,262 | $77,816-29.0% | $123,552-55.3% | $64,173-13.9% |
| Participation rate | 77.8% | 74.7%+3.1pp | 82.3%-4.5pp | 69.6%+8.2pp |
| Annual return | -8.00% | 12.49%-20.5pp | 119.20%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,849 | $3,014-5.5% | $4,628-38.4% | $2,381+19.7% |
| Participant deferral / active EE | $7,204 | $5,240+37.5% | $6,426+12.1% | $3,470+107.6% |
| Admin fee / account holder | $1,407 | $5,519-74.5% | $9,285-84.8% | $4,887-71.2% |