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 | $45,050-1.4% | $63,018-29.5% | $70,126-36.6% |
| Participation rate | 83.8% | 69.5%+14.3pp | 74.8%+9.0pp | 69.5%+14.3pp |
| Annual return | 13.70% | 18.76%-5.1pp | 87.62%-73.9pp | 73.15%-59.4pp |
| Employer contribution / active EE | $2,290 | $2,052+11.6% | $2,761-17.0% | $2,343-2.2% |
| Participant deferral / active EE | $4,062 | $2,466+64.8% | $3,330+22.0% | $3,332+21.9% |
| Admin fee / account holder | $5,795 | $2,834+104.5% | $3,601+60.9% | $4,645+24.7% |