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 | $68,512 | $54,757+25.1% | $90,300-24.1% | $72,983-6.1% |
| Participation rate | 87.5% | 65.1%+22.4pp | 73.3%+14.2pp | 69.5%+18.0pp |
| Annual return | 21.23% | 30.63%-9.4pp | 78.11%-56.9pp | 81.01%-59.8pp |
| Employer contribution / active EE | $1,007 | $2,092-51.9% | $2,854-64.7% | $2,440-58.7% |
| Participant deferral / active EE | $6,755 | $2,887+134.0% | $3,884+73.9% | $3,608+87.3% |
| Admin fee / account holder | $2,855 | $3,972-28.1% | $5,353-46.7% | $5,124-44.3% |