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 | $47,467 | $104,924-54.8% | $84,623-43.9% | $152,885-69.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 26.61% | 373.82%-347.2pp | 258.77%-232.2pp | 345.39%-318.8pp |
| Employer contribution / active EE | $7,304 | $3,302+121.2% | $2,652+175.4% | $4,763+53.3% |
| Participant deferral / active EE | $14,980 | $4,689+219.5% | $3,899+284.2% | $5,851+156.0% |
| Admin fee / account holder | $399 | $6,242-93.6% | $4,913-91.9% | $11,598-96.6% |