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 | $129,737-22.0% | $119,126-15.0% | $154,746-34.6% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 17.90% | 379.08%-361.2pp | 282.11%-264.2pp | 172.34%-154.4pp |
| Employer contribution / active EE | $4,004 | $4,375-8.5% | $4,034-0.7% | $4,379-8.6% |
| Participant deferral / active EE | $9,437 | $5,842+61.5% | $5,318+77.4% | $6,730+40.2% |
| Admin fee / account holder | $2,652 | $11,961-77.8% | $10,693-75.2% | $14,365-81.5% |