Filed November 11, 2019
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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 | $200,799 | $148,582+35.1% | $135,942+47.7% | $139,456+44.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.91% | 79.26%-55.3pp | 68.28%-44.4pp | 373.45%-349.5pp |
| Employer contribution / active EE | $2,646 | $5,245-49.5% | $4,858-45.5% | $4,753-44.3% |
| Participant deferral / active EE | $9,195 | $8,101+13.5% | $7,759+18.5% | $6,711+37.0% |
| Admin fee / account holder | $1,756 | $12,402-85.8% | $10,764-83.7% | $11,407-84.6% |