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 | $74,066 | $89,364-17.1% | $141,177-47.5% | $72,983+1.5% |
| Participation rate | 77.6% | 75.1%+2.5pp | 82.5%-4.9pp | 69.5%+8.1pp |
| Annual return | 25.81% | 111.86%-86.0pp | 71.40%-45.6pp | 81.01%-55.2pp |
| Employer contribution / active EE | $4,081 | $3,115+31.0% | $4,736-13.8% | $2,440+67.3% |
| Participant deferral / active EE | $7,660 | $5,419+41.4% | $6,710+14.2% | $3,608+112.3% |
| Admin fee / account holder | $1,458 | $5,959-75.5% | $10,263-85.8% | $5,124-71.5% |