Filed March 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 | $60,618 | $89,364-32.2% | $141,177-57.1% | $72,983-16.9% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 19.76% | 111.86%-92.1pp | 71.40%-51.6pp | 81.01%-61.2pp |
| Employer contribution / active EE | $2,251 | $3,115-27.7% | $4,736-52.5% | $2,440-7.7% |
| Participant deferral / active EE | $3,327 | $5,419-38.6% | $6,710-50.4% | $3,608-7.8% |
| Admin fee / account holder | $1,445 | $5,959-75.8% | $10,263-85.9% | $5,124-71.8% |