Filed August 9, 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 | $225,156 | $154,228+46.0% | $145,433+54.8% | $137,256+64.0% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 17.76% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,840 | $4,804-20.1% | $4,554-15.7% | $4,156-7.6% |
| Participant deferral / active EE | $10,850 | $8,216+32.0% | $7,897+37.4% | $6,407+69.3% |
| Admin fee / account holder | $1,625 | $14,344-88.7% | $13,129-87.6% | $12,270-86.8% |