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 | $58,258+102.1% | $81,820+43.9% | $80,925+45.5% |
| Participation rate | 73.1% | 63.5%+9.7pp | 72.4%+0.7pp | 67.7%+5.5pp |
| Annual return | 23.46% | 41.76%-18.3pp | 777.93%-754.5pp | 35.65%-12.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,684 | $3,284+164.5% | $4,323+100.9% | $4,299+102.0% |
| Admin fee / account holder | $7,697 | $4,976+54.7% | $7,391+4.1% | $6,940+10.9% |