Filed December 30, 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 | $42,151 | $138,393-69.5% | $184,256-77.1% | $80,959-47.9% |
| Participation rate | 92.7% | 83.9%+8.8pp | 86.8%+5.9pp | 67.7%+25.0pp |
| Annual return | 15.83% | 20.01%-4.2pp | 28.85%-13.0pp | 35.67%-19.8pp |
| Employer contribution / active EE | $3,063 | $4,847-36.8% | $6,427-52.3% | $2,757+11.1% |
| Participant deferral / active EE | $4,945 | $7,076-30.1% | $9,133-45.9% | $4,300+15.0% |
| Admin fee / account holder | $3,021 | $10,489-71.2% | $13,899-78.3% | $6,925-56.4% |