Filed August 3, 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 | $44,430 | $45,041-1.4% | $63,003-29.5% | $70,131-36.6% |
| Participation rate | 83.8% | 69.5%+14.3pp | 74.8%+9.0pp | 69.5%+14.3pp |
| Annual return | 13.70% | 18.76%-5.1pp | 87.59%-73.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $2,290 | $2,052+11.6% | $2,760-17.0% | $2,342-2.2% |
| Participant deferral / active EE | $4,062 | $2,465+64.8% | $3,329+22.0% | $3,332+21.9% |
| Admin fee / account holder | $5,795 | $2,836+104.4% | $3,600+61.0% | $4,645+24.7% |