Filed January 22, 2020
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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 | $96,678 | $138,393-30.1% | $184,256-47.5% | $80,959+19.4% |
| Participation rate | 72.7% | 83.9%-11.2pp | 86.8%-14.1pp | 67.7%+5.1pp |
| Annual return | 24.00% | 20.01%+4.0pp | 28.85%-4.8pp | 35.67%-11.7pp |
| Employer contribution / active EE | $6,211 | $4,847+28.1% | $6,427-3.4% | $2,757+125.3% |
| Participant deferral / active EE | $10,927 | $7,076+54.4% | $9,133+19.6% | $4,300+154.1% |
| Admin fee / account holder | $15,692 | $10,489+49.6% | $13,899+12.9% | $6,925+126.6% |