Filed December 18, 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 | $403,876 | $88,778+354.9% | $81,844+393.5% | $145,884+176.8% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 10.29% | 1033.03%-1022.7pp | 778.87%-768.6pp | 551.85%-541.6pp |
| Employer contribution / active EE | $28,588 | $3,087+826.1% | $2,916+880.3% | $4,662+513.2% |
| Participant deferral / active EE | $2,086 | $4,648-55.1% | $4,323-51.8% | $6,690-68.8% |
| Admin fee / account holder | $2,145 | $8,430-74.6% | $7,355-70.8% | $13,392-84.0% |