Filed October 20, 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 | $101,237 | $111,535-9.2% | $105,223-3.8% | $137,256-26.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 17.90% | 237.85%-220.0pp | 180.65%-162.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $4,004 | $3,939+1.6% | $3,689+8.6% | $4,156-3.7% |
| Participant deferral / active EE | $9,437 | $5,500+71.6% | $5,072+86.1% | $6,407+47.3% |
| Admin fee / account holder | $2,652 | $9,721-72.7% | $8,859-70.1% | $12,270-78.4% |