Filed September 4, 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 | $91,804 | $110,629-17.0% | $80,784+13.6% | $167,553-45.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 18.47% | 120.58%-102.1pp | 87.31%-68.8pp | 478.89%-460.4pp |
| Employer contribution / active EE | $3,000 | $1,543+94.4% | $1,160+158.6% | $4,840-38.0% |
| Participant deferral / active EE | $2,576 | $2,871-10.3% | $2,145+20.1% | $6,343-59.4% |
| Admin fee / account holder | $30,303 | $4,547+566.5% | $3,380+796.5% | $12,316+146.0% |