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 | $280,715 | $138,075+103.3% | $123,552+127.2% | $135,379+107.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -4.63% | 153.70%-158.3pp | 119.20%-123.8pp | 519.79%-524.4pp |
| Employer contribution / active EE | $17,353 | $5,152+236.8% | $4,628+275.0% | $4,779+263.1% |
| Participant deferral / active EE | $12,125 | $6,800+78.3% | $6,426+88.7% | $5,609+116.2% |
| Admin fee / account holder | $2,778 | $10,917-74.6% | $9,285-70.1% | $10,828-74.3% |