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 | $89,852 | $98,766-9.0% | $149,730-40.0% | $79,852+12.5% |
| Participation rate | 76.1% | 75.8%+0.3pp | 82.5%-6.4pp | 69.6%+6.4pp |
| Annual return | 19.03% | 27.43%-8.4pp | 276.70%-257.7pp | 31.72%-12.7pp |
| Employer contribution / active EE | $1,210 | $3,217-62.4% | $4,645-74.0% | $2,471-51.1% |
| Participant deferral / active EE | $7,014 | $5,681+23.5% | $6,843+2.5% | $3,740+87.5% |
| Admin fee / account holder | $2,741 | $6,052-54.7% | $9,310-70.6% | $5,306-48.3% |