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 | $76,975 | $54,357+41.6% | $82,706-6.9% | $68,495+12.4% |
| Participation rate | 78.0% | 63.9%+14.0pp | 72.6%+5.4pp | 67.9%+10.1pp |
| Annual return | -18.94% | -13.67%-5.3pp | 701.76%-720.7pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,917 | $3,246+143.9% | $4,394+80.2% | $4,028+96.6% |
| Admin fee / account holder | $1,735 | $4,396-60.5% | $5,329-67.4% | $5,403-67.9% |