Filed October 14, 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 | $54,719 | $93,346-41.4% | $71,796-23.8% | $273,972-80.0% |
| Participation rate | 77.3% | 76.5%+0.7pp | 69.1%+8.2pp | 83.0%-5.7pp |
| Annual return | 8.33% | 130.39%-122.1pp | 78.04%-69.7pp | 41.46%-33.1pp |
| Employer contribution / active EE | $3,695 | $2,733+35.2% | $1,924+92.0% | $4,869-24.1% |
| Participant deferral / active EE | $6,542 | $3,475+88.3% | $2,794+134.1% | $5,287+23.7% |
| Admin fee / account holder | $1,417 | $6,571-78.4% | $4,815-70.6% | $10,133-86.0% |