Filed July 5, 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 | $63,875 | $171,867-62.8% | $149,721-57.3% | $147,586-56.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.35% | 2113.36%-2099.0pp | 1501.67%-1487.3pp | 578.59%-564.2pp |
| Employer contribution / active EE | $3,577 | $6,275-43.0% | $5,444-34.3% | $4,876-26.6% |
| Participant deferral / active EE | $5,195 | $7,270-28.5% | $6,568-20.9% | $5,439-4.5% |
| Admin fee / account holder | $590 | $13,799-95.7% | $11,282-94.8% | $10,886-94.6% |