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 | $46,488 | $109,411-57.5% | $89,435-48.0% | $158,982-70.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 18.31% | 345.68%-327.4pp | 245.55%-227.2pp | 302.99%-284.7pp |
| Employer contribution / active EE | $8,111 | $3,173+155.6% | $2,587+213.5% | $4,763+70.3% |
| Participant deferral / active EE | $14,202 | $4,600+208.7% | $3,890+265.0% | $5,983+137.4% |
| Admin fee / account holder | $319 | $6,159-94.8% | $4,884-93.5% | $11,252-97.2% |