Filed November 14, 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 | $102,169 | $81,403+25.5% | $147,027-30.5% | $87,485+16.8% |
| Participation rate | 89.0% | 63.4%+25.6pp | 73.7%+15.3pp | 68.9%+20.1pp |
| Annual return | 13.53% | 16.51%-3.0pp | 20.23%-6.7pp | 26.06%-12.5pp |
| Employer contribution / active EE | $2,878 | $2,205+30.5% | $3,626-20.6% | $2,596+10.8% |
| Participant deferral / active EE | $3,915 | $3,315+18.1% | $4,933-20.6% | $4,274-8.4% |
| Admin fee / account holder | $3,594 | $6,755-46.8% | $12,223-70.6% | $7,775-53.8% |