Filed September 20, 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 | $79,591 | $109,359-27.2% | $162,177-50.9% | $72,975+9.1% |
| Participation rate | 82.4% | 84.3%-1.9pp | 87.6%-5.2pp | 69.5%+12.9pp |
| Annual return | 20.33% | 25.46%-5.1pp | 115.60%-95.3pp | 81.01%-60.7pp |
| Employer contribution / active EE | $2,610 | $3,907-33.2% | $5,613-53.5% | $2,440+7.0% |
| Participant deferral / active EE | $5,505 | $5,481+0.4% | $7,297-24.6% | $3,608+52.6% |
| Admin fee / account holder | $18,685 | $7,972+134.4% | $10,843+72.3% | $5,124+264.7% |