Filed October 31, 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 | $30,883 | $43,075-28.3% | $74,577-58.6% | $62,881-50.9% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 7.79% | 17.50%-9.7pp | 20.47%-12.7pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,813 | $1,498+21.0% | $2,525-28.2% | $2,281-20.5% |
| Participant deferral / active EE | $3,643 | $2,389+52.4% | $3,458+5.3% | $3,203+13.7% |
| Admin fee / account holder | $3,323 | $2,840+17.0% | $4,138-19.7% | $4,296-22.7% |