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 | $102,382+2.2% | $147,005-28.8% | $80,874+29.3% |
| Participation rate | 89.8% | 75.8%+13.9pp | 82.2%+7.6pp | 67.6%+22.1pp |
| Annual return | 16.64% | 134.89%-118.3pp | 418.76%-402.1pp | 35.62%-19.0pp |
| Employer contribution / active EE | $3,389 | $3,715-8.8% | $4,934-31.3% | $2,756+23.0% |
| Participant deferral / active EE | $8,412 | $6,646+26.6% | $8,070+4.2% | $4,297+95.8% |
| Admin fee / account holder | $3,015 | $7,942-62.0% | $13,006-76.8% | $6,935-56.5% |