Filed October 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $387,746 | $168,636+129.9% | $147,618+162.7% | $125,388+209.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 32.12% | 77.65%-45.5pp | 61.98%-29.9pp | 282.24%-250.1pp |
| Employer contribution / active EE | $25,056 | $6,252+300.7% | $5,565+350.3% | $4,866+414.9% |
| Participant deferral / active EE | $13,634 | $5,507+147.6% | $4,895+178.5% | $5,352+154.8% |
| Admin fee / account holder | $12,924 | $13,580-4.8% | $11,612+11.3% | $9,541+35.5% |