Filed April 14, 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 | $104,596 | $102,422+2.1% | $147,117-28.9% | $80,959+29.2% |
| Participation rate | 89.8% | 75.9%+13.9pp | 82.2%+7.6pp | 67.7%+22.1pp |
| Annual return | 16.64% | 135.16%-118.5pp | 420.54%-403.9pp | 35.67%-19.0pp |
| Employer contribution / active EE | $3,389 | $3,717-8.8% | $4,932-31.3% | $2,757+22.9% |
| Participant deferral / active EE | $8,412 | $6,652+26.5% | $8,065+4.3% | $4,300+95.6% |
| Admin fee / account holder | $3,015 | $7,953-62.1% | $12,993-76.8% | $6,925-56.5% |