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 | $156,288 | $98,776+58.2% | $149,745+4.4% | $79,856+95.7% |
| Participation rate | 84.3% | 75.8%+8.5pp | 82.5%+1.8pp | 69.6%+14.7pp |
| Annual return | 27.74% | 27.38%+0.4pp | 276.72%-249.0pp | 31.71%-4.0pp |
| Employer contribution / active EE | $3,870 | $3,217+20.3% | $4,646-16.7% | $2,471+56.6% |
| Participant deferral / active EE | $9,972 | $5,681+75.5% | $6,843+45.7% | $3,741+166.6% |
| Admin fee / account holder | $11,281 | $6,053+86.4% | $9,312+21.1% | $5,306+112.6% |