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 | $77,091 | $70,418+9.5% | $96,570-20.2% | $85,847-10.2% |
| Participation rate | 76.9% | 61.8%+15.1pp | 69.8%+7.1pp | 69.3%+7.6pp |
| Annual return | 21.50% | 18.59%+2.9pp | 37.79%-16.3pp | 318.61%-297.1pp |
| Employer contribution / active EE | $3,867 | $1,413+173.7% | $2,357+64.1% | $2,565+50.8% |
| Participant deferral / active EE | $5,509 | $2,894+90.4% | $3,849+43.1% | $3,952+39.4% |
| Admin fee / account holder | $11,335 | $4,995+126.9% | $6,182+83.3% | $6,261+81.1% |