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 | $102,429+2.1% | $147,096-28.9% | $80,925+29.3% |
| Participation rate | 89.8% | 75.9%+13.9pp | 82.2%+7.6pp | 67.7%+22.1pp |
| Annual return | 16.64% | 135.02%-118.4pp | 419.75%-403.1pp | 35.65%-19.0pp |
| Employer contribution / active EE | $3,389 | $3,716-8.8% | $4,936-31.3% | $2,756+23.0% |
| Participant deferral / active EE | $8,412 | $6,649+26.5% | $8,071+4.2% | $4,299+95.7% |
| Admin fee / account holder | $3,015 | $7,957-62.1% | $13,005-76.8% | $6,940-56.6% |