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 | $131,668 | $77,817+69.2% | $123,553+6.6% | $64,173+105.2% |
| Participation rate | 94.9% | 74.7%+20.2pp | 82.3%+12.6pp | 69.6%+25.3pp |
| Annual return | -5.70% | 12.49%-18.2pp | 119.21%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $5,307 | $3,014+76.1% | $4,628+14.7% | $2,381+122.9% |
| Participant deferral / active EE | $10,891 | $5,240+107.8% | $6,426+69.5% | $3,470+213.9% |
| Admin fee / account holder | $10,784 | $5,519+95.4% | $9,284+16.2% | $4,887+120.6% |