Filed October 22, 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 | $246,485 | $209,425+17.7% | $178,499+38.1% | $158,966+55.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.56% | 188.80%-166.2pp | 151.10%-128.5pp | 302.95%-280.4pp |
| Employer contribution / active EE | $13,770 | $5,707+141.3% | $5,011+174.8% | $4,762+189.1% |
| Participant deferral / active EE | $3,239 | $5,955-45.6% | $5,202-37.7% | $5,983-45.9% |
| Admin fee / account holder | $881 | $17,078-94.8% | $13,986-93.7% | $11,250-92.2% |