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 | $68,379 | $65,034+5.1% | $90,970-24.8% | $79,856-14.4% |
| Participation rate | 76.9% | 61.6%+15.3pp | 69.0%+7.9pp | 69.6%+7.3pp |
| Annual return | 13.71% | 30.45%-16.7pp | 134.60%-120.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $4,225 | $1,247+238.7% | $2,122+99.1% | $2,471+71.0% |
| Participant deferral / active EE | $7,676 | $2,512+205.5% | $3,373+127.6% | $3,741+105.2% |
| Admin fee / account holder | $28,910 | $4,536+537.4% | $5,961+385.0% | $5,306+444.8% |