Filed November 17, 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 | $23,858 | $71,878-66.8% | $86,698-72.5% | $68,486-65.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 65.51% | 3.53%+62.0pp | 35.95%+29.6pp | -7.85%+73.4pp |
| Employer contribution / active EE | $2,814 | $2,173+29.5% | $2,837-0.8% | $2,597+8.4% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $410 | $6,113-93.3% | $7,493-94.5% | $5,404-92.4% |