Filed March 11, 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 | $36,873 | $48,076-23.3% | $78,690-53.1% | $62,891-41.4% |
| Participation rate | 78.6% | 65.2%+13.4pp | 73.6%+5.0pp | 69.3%+9.3pp |
| Annual return | 6.55% | 31.35%-24.8pp | 62.18%-55.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,027 | $2,015+0.6% | $2,851-28.9% | $2,281-11.1% |
| Participant deferral / active EE | $3,340 | $2,588+29.1% | $3,517-5.0% | $3,203+4.3% |
| Admin fee / account holder | $1,860 | $3,207-42.0% | $4,511-58.8% | $4,296-56.7% |