Filed November 20, 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 | $100,569 | $69,977+43.7% | $108,582-7.4% | $62,881+59.9% |
| Participation rate | 78.1% | 72.9%+5.2pp | 79.6%-1.4pp | 69.3%+8.8pp |
| Annual return | 5.56% | 10.73%-5.2pp | -51.70%+57.3pp | 20.14%-14.6pp |
| Employer contribution / active EE | $3,220 | $2,135+50.8% | $3,758-14.3% | $2,281+41.2% |
| Participant deferral / active EE | $3,865 | $3,165+22.1% | $4,311-10.4% | $3,203+20.7% |
| Admin fee / account holder | $522 | $5,076-89.7% | $7,645-93.2% | $4,296-87.9% |