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 | $22,513 | $93,124-75.8% | $77,100-70.8% | $134,545-83.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.90% | 62.68%-83.6pp | 42.35%-63.3pp | 418.37%-439.3pp |
| Employer contribution / active EE | $3,235 | $3,421-5.5% | $2,815+14.9% | $4,742-31.8% |
| Participant deferral / active EE | $5,969 | $5,242+13.9% | $4,430+34.8% | $6,401-6.8% |
| Admin fee / account holder | $1,328 | $6,970-81.0% | $5,443-75.6% | $11,431-88.4% |