Filed March 7, 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 | $37,704 | $69,012-45.4% | $160,009-76.4% | $68,486-44.9% |
| Participation rate | 94.5% | 65.4%+29.1pp | 78.0%+16.5pp | 67.9%+26.6pp |
| Annual return | -11.22% | -9.65%-1.6pp | 408.85%-420.1pp | -7.85%-3.4pp |
| Employer contribution / active EE | $2,343 | $2,212+5.9% | $4,225-44.6% | $2,597-9.8% |
| Participant deferral / active EE | $5,161 | $4,212+22.5% | $6,183-16.5% | $4,028+28.1% |
| Admin fee / account holder | $1,821 | $4,798-62.0% | $8,715-79.1% | $5,404-66.3% |