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 | $86,817 | $68,880+26.0% | $120,580-28.0% | $80,959+7.2% |
| Participation rate | 85.9% | 61.7%+24.2pp | 72.0%+13.9pp | 67.7%+18.2pp |
| Annual return | 15.68% | 23.68%-8.0pp | 107.48%-91.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $2,710 | $2,066+31.2% | $3,469-21.9% | $2,757-1.7% |
| Participant deferral / active EE | $3,677 | $3,191+15.2% | $4,995-26.4% | $4,300-14.5% |
| Admin fee / account holder | $2,877 | $5,785-50.3% | $9,418-69.4% | $6,925-58.5% |