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 | $46,955 | $114,130-58.9% | $96,192-51.2% | $167,553-72.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.16% | 190.07%-172.9pp | 192.09%-174.9pp | 478.89%-461.7pp |
| Employer contribution / active EE | $7,133 | $3,431+107.9% | $2,799+154.8% | $4,840+47.4% |
| Participant deferral / active EE | $11,034 | $5,198+112.3% | $4,351+153.6% | $6,343+74.0% |
| Admin fee / account holder | $7,919 | $6,901+14.7% | $5,539+43.0% | $12,316-35.7% |