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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,340 | $82,674-66.9% | $125,381-78.2% | $68,486-60.1% |
| Participation rate | 96.9% | 75.1%+21.9pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -19.44% | -5.97%-13.5pp | 572.31%-591.7pp | -7.85%-11.6pp |
| Employer contribution / active EE | $4,424 | $3,382+30.8% | $4,815-8.1% | $2,597+70.4% |
| Participant deferral / active EE | $7,135 | $6,111+16.8% | $7,448-4.2% | $4,028+77.2% |
| Admin fee / account holder | $583 | $6,277-90.7% | $10,007-94.2% | $5,404-89.2% |