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 | $81,756 | $89,364-8.5% | $141,177-42.1% | $72,983+12.0% |
| Participation rate | 83.6% | 75.1%+8.4pp | 82.5%+1.1pp | 69.5%+14.1pp |
| Annual return | 24.73% | 111.86%-87.1pp | 71.40%-46.7pp | 81.01%-56.3pp |
| Employer contribution / active EE | $2,421 | $3,115-22.3% | $4,736-48.9% | $2,440-0.8% |
| Participant deferral / active EE | $5,912 | $5,419+9.1% | $6,710-11.9% | $3,608+63.9% |
| Admin fee / account holder | $2,157 | $5,959-63.8% | $10,263-79.0% | $5,124-57.9% |