Filed March 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,053 | $144,130-40.3% | $117,861-27.0% | $147,586-41.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.99% | 531.20%-511.2pp | 335.11%-315.1pp | 578.59%-558.6pp |
| Employer contribution / active EE | $2,893 | $4,897-40.9% | $3,786-23.6% | $4,876-40.7% |
| Participant deferral / active EE | $10,638 | $5,316+100.1% | $4,482+137.3% | $5,439+95.6% |
| Admin fee / account holder | $3,946 | $10,887-63.8% | $8,021-50.8% | $10,886-63.8% |