Filed May 9, 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 | $61,787 | $72,177-14.4% | $115,038-46.3% | $59,633+3.6% |
| Participation rate | 95.1% | 72.6%+22.5pp | 81.4%+13.7pp | 68.7%+26.4pp |
| Annual return | -0.07% | 12.02%-12.1pp | 26.14%-26.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $2,951 | $2,841+3.9% | $4,608-35.9% | $2,203+34.0% |
| Participant deferral / active EE | $6,319 | $4,783+32.1% | $6,026+4.9% | $3,192+98.0% |
| Admin fee / account holder | $16,365 | $4,927+232.1% | $8,175+100.2% | $4,297+280.8% |