Filed June 7, 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 | $39,950 | $91,167-56.2% | $178,498-77.6% | $79,858-50.0% |
| Participation rate | 82.4% | 69.2%+13.2pp | 81.9%+0.5pp | 69.6%+12.8pp |
| Annual return | 14.59% | 24.19%-9.6pp | 151.09%-136.5pp | 31.72%-17.1pp |
| Employer contribution / active EE | $1,229 | $3,255-62.2% | $5,011-75.5% | $2,471-50.3% |
| Participant deferral / active EE | $4,309 | $3,236+33.2% | $5,202-17.2% | $3,740+15.2% |
| Admin fee / account holder | $425 | $6,747-93.7% | $13,985-97.0% | $5,306-92.0% |