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 | $72,676 | $110,379-34.2% | $102,412-29.0% | $145,884-50.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 11.44% | 24.84%-13.4pp | 24.94%-13.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $3,608 | $4,216-14.4% | $3,870-6.8% | $4,662-22.6% |
| Participant deferral / active EE | $8,570 | $5,622+52.5% | $5,060+69.4% | $6,690+28.1% |
| Admin fee / account holder | $7,254 | $9,745-25.6% | $8,388-13.5% | $13,392-45.8% |