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 | $74,954 | $64,324+16.5% | $118,946-37.0% | $79,852-6.1% |
| Participation rate | 76.9% | 64.9%+12.1pp | 75.4%+1.5pp | 69.6%+7.3pp |
| Annual return | 20.15% | 86.45%-66.3pp | 35.89%-15.7pp | 31.72%-11.6pp |
| Employer contribution / active EE | $1,794 | $1,836-2.3% | $3,263-45.0% | $2,471-27.4% |
| Participant deferral / active EE | $2,224 | $2,824-21.2% | $4,266-47.9% | $3,740-40.5% |
| Admin fee / account holder | $1,254 | $4,040-69.0% | $6,581-81.0% | $5,306-76.4% |