Filed April 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 | $117,732 | $58,234+102.2% | $81,783+44.0% | $80,874+45.6% |
| Participation rate | 73.1% | 63.4%+9.7pp | 72.4%+0.8pp | 67.6%+5.5pp |
| Annual return | 23.46% | 41.70%-18.2pp | 775.05%-751.6pp | 35.62%-12.2pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,684 | $3,283+164.5% | $4,320+101.0% | $4,297+102.1% |
| Admin fee / account holder | $7,697 | $4,982+54.5% | $7,380+4.3% | $6,935+11.0% |