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 | $138,385-30.1% | $184,243-47.5% | $80,925+19.5% |
| Participation rate | 72.7% | 83.9%-11.2pp | 86.8%-14.1pp | 67.7%+5.1pp |
| Annual return | 24.00% | 20.02%+4.0pp | 28.82%-4.8pp | 35.65%-11.7pp |
| Employer contribution / active EE | $6,211 | $4,851+28.1% | $6,427-3.4% | $2,756+125.4% |
| Participant deferral / active EE | $10,927 | $7,075+54.4% | $9,132+19.7% | $4,299+154.2% |
| Admin fee / account holder | $15,692 | $10,489+49.6% | $13,914+12.8% | $6,940+126.1% |