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 | $37,180 | $96,419-61.4% | $80,648-53.9% | $139,487-73.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 24.56% | 1352.86%-1328.3pp | 937.21%-912.7pp | 373.84%-349.3pp |
| Employer contribution / active EE | $6,455 | $3,261+97.9% | $2,724+137.0% | $4,755+35.8% |
| Participant deferral / active EE | $9,822 | $5,225+88.0% | $4,443+121.0% | $6,713+46.3% |
| Admin fee / account holder | $2,316 | $6,605-64.9% | $5,382-57.0% | $11,407-79.7% |