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 | $72,503 | $42,909+69.0% | $60,906+19.0% | $68,486+5.9% |
| Participation rate | 80.8% | 66.8%+14.0pp | 73.1%+7.7pp | 67.9%+12.9pp |
| Annual return | -15.03% | -13.99%-1.0pp | 16.94%-32.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $3,266 | $1,979+65.1% | $2,703+20.8% | $2,597+25.8% |
| Participant deferral / active EE | $5,287 | $2,866+84.4% | $3,814+38.6% | $4,028+31.3% |
| Admin fee / account holder | $1,699 | $3,104-45.3% | $3,227-47.4% | $5,404-68.6% |