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 | $123,777 | $83,485+48.3% | $125,195-1.1% | $72,976+69.6% |
| Participation rate | 86.7% | 73.3%+13.4pp | 79.8%+6.9pp | 69.5%+17.2pp |
| Annual return | 16.74% | 25.77%-9.0pp | 43.79%-27.1pp | 81.02%-64.3pp |
| Employer contribution / active EE | $3,297 | $2,346+40.5% | $3,866-14.7% | $2,440+35.1% |
| Participant deferral / active EE | $4,552 | $3,586+26.9% | $4,937-7.8% | $3,608+26.2% |
| Admin fee / account holder | $482 | $5,518-91.3% | $9,704-95.0% | $5,124-90.6% |