Filed March 18, 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 | $15,227 | $45,152-66.3% | $73,836-79.4% | $59,633-74.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.84% | 27.40%-28.2pp | 2268.06%-2268.9pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $4,484 | $1,901+135.8% | $2,787+60.9% | $2,203+103.6% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $463 | $3,515-86.8% | $4,882-90.5% | $4,297-89.2% |