Filed December 11, 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 | $274,795 | $162,136+69.5% | $152,301+80.4% | $154,746+77.6% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 14.44% | 91.02%-76.6pp | 80.50%-66.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,060 | $4,890-78.3% | $4,624-77.1% | $4,379-75.8% |
| Participant deferral / active EE | $11,923 | $8,341+43.0% | $8,004+49.0% | $6,730+77.2% |
| Admin fee / account holder | $1,043 | $15,759-93.4% | $14,398-92.8% | $14,365-92.7% |