Filed November 19, 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 | $32,037 | $101,795-68.5% | $165,100-80.6% | $80,959-60.4% |
| Participation rate | 70.6% | 71.8%-1.2pp | 78.6%-8.0pp | 67.7%+2.9pp |
| Annual return | 17.46% | 16.73%+0.7pp | 70.21%-52.7pp | 35.67%-18.2pp |
| Employer contribution / active EE | $2,898 | $2,954-1.9% | $4,348-33.4% | $2,757+5.1% |
| Participant deferral / active EE | $5,827 | $4,476+30.2% | $6,035-3.5% | $4,300+35.5% |
| Admin fee / account holder | $1,493 | $8,221-81.8% | $12,696-88.2% | $6,925-78.4% |