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 | $173,887 | $99,994+73.9% | $146,643+18.6% | $85,847+102.6% |
| Participation rate | 80.6% | 73.1%+7.6pp | 80.1%+0.6pp | 69.3%+11.3pp |
| Annual return | 11.42% | 18.93%-7.5pp | 22.75%-11.3pp | 318.61%-307.2pp |
| Employer contribution / active EE | $3,547 | $2,559+38.6% | $4,137-14.3% | $2,565+38.3% |
| Participant deferral / active EE | $4,354 | $4,006+8.7% | $5,506-20.9% | $3,952+10.2% |
| Admin fee / account holder | $11,816 | $7,703+53.4% | $10,280+14.9% | $6,261+88.7% |