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 | $171,492-41.0% | $150,734-32.8% | $198,609-49.0% |
| Participation rate | 80.0% | 81.4%-1.4pp | 78.4%+1.6pp | 82.4%-2.4pp |
| Annual return | 17.90% | 804.70%-786.8pp | 600.81%-582.9pp | 202.70%-184.8pp |
| Employer contribution / active EE | $4,004 | $5,470-26.8% | $4,918-18.6% | $5,055-20.8% |
| Participant deferral / active EE | $9,437 | $6,259+50.8% | $5,610+68.2% | $6,977+35.3% |
| Admin fee / account holder | $2,652 | $17,628-85.0% | $14,905-82.2% | $19,030-86.1% |