Filed January 22, 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 | $132,006 | $85,766+53.9% | $136,298-3.1% | $70,126+88.2% |
| Participation rate | 90.5% | 74.2%+16.3pp | 81.9%+8.6pp | 69.5%+20.9pp |
| Annual return | 17.87% | 31.46%-13.6pp | 5156.27%-5138.4pp | 73.15%-55.3pp |
| Employer contribution / active EE | $5,572 | $2,966+87.9% | $4,696+18.7% | $2,343+137.9% |
| Participant deferral / active EE | $10,866 | $5,051+115.1% | $6,247+73.9% | $3,332+226.1% |
| Admin fee / account holder | $14,659 | $5,421+170.4% | $9,244+58.6% | $4,645+215.6% |