Filed August 6, 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 | $52,489 | $99,995-47.5% | $85,063-38.3% | $145,978-64.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.28% | 83.99%-65.7pp | 66.54%-48.3pp | 550.52%-532.2pp |
| Employer contribution / active EE | $8,751 | $3,231+170.8% | $2,727+220.9% | $4,662+87.7% |
| Participant deferral / active EE | $11,260 | $5,295+112.6% | $4,523+149.0% | $6,690+68.3% |
| Admin fee / account holder | $1,913 | $7,255-73.6% | $6,155-68.9% | $13,400-85.7% |