Filed June 13, 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 | $168,268 | $174,379-3.5% | $152,093+10.6% | $138,895+21.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.79% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $2,540 | $4,652-45.4% | $4,175-39.2% | $4,194-39.4% |
| Participant deferral / active EE | $7,688 | $6,159+24.8% | $5,451+41.0% | $6,396+20.2% |
| Admin fee / account holder | $4,961 | $16,880-70.6% | $14,497-65.8% | $12,562-60.5% |