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 | $137,379 | $77,817+76.5% | $123,553+11.2% | $64,173+114.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 58.74% | 12.49%+46.3pp | 119.21%-60.5pp | 7.63%+51.1pp |
| Employer contribution / active EE | $31,290 | $3,014+938.1% | $4,628+576.1% | $2,381+1214.2% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,331 | $5,519+123.4% | $9,284+32.8% | $4,887+152.3% |