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 | $46,071 | $53,128-13.3% | $86,582-46.8% | $70,126-34.3% |
| Participation rate | 91.7% | 65.3%+26.4pp | 73.5%+18.1pp | 69.5%+22.1pp |
| Annual return | 23.49% | 27.66%-4.2pp | 965.08%-941.6pp | 73.15%-49.7pp |
| Employer contribution / active EE | $3,369 | $2,068+62.9% | $2,839+18.6% | $2,343+43.8% |
| Participant deferral / active EE | $8,086 | $2,695+200.0% | $3,609+124.1% | $3,332+142.7% |
| Admin fee / account holder | $4,929 | $3,584+37.5% | $4,904+0.5% | $4,645+6.1% |