Filed November 21, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $355,687 | $150,445+136.4% | $136,297+161.0% | $147,585+141.0% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 14.29% | 1049.14%-1034.8pp | 5156.16%-5141.9pp | 578.57%-564.3pp |
| Employer contribution / active EE | $7,790 | $5,256+48.2% | $4,696+65.9% | $4,876+59.8% |
| Participant deferral / active EE | $11,500 | $6,631+73.4% | $6,247+84.1% | $5,439+111.4% |
| Admin fee / account holder | $4,510 | $10,906-58.7% | $9,244-51.2% | $10,885-58.6% |