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 | $58,311+101.9% | $81,882+43.8% | $80,959+45.4% |
| Participation rate | 73.1% | 63.5%+9.6pp | 72.4%+0.7pp | 67.7%+5.5pp |
| Annual return | 23.46% | 41.85%-18.4pp | 779.47%-756.0pp | 35.67%-12.2pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,684 | $3,287+164.2% | $4,323+100.9% | $4,300+101.9% |
| Admin fee / account holder | $7,697 | $4,752+62.0% | $7,360+4.6% | $6,925+11.1% |