Filed July 11, 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 | $96,578 | $53,774+79.6% | $134,162-28.0% | $79,856+20.9% |
| Participation rate | 72.7% | 58.8%+14.0pp | 72.2%+0.5pp | 69.6%+3.1pp |
| Annual return | 13.78% | 19.01%-5.2pp | 36.35%-22.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,480 | $1,322+87.6% | $3,705-33.1% | $2,471+0.3% |
| Participant deferral / active EE | $5,493 | $2,420+127.0% | $3,500+57.0% | $3,741+46.8% |
| Admin fee / account holder | $8,495 | $3,985+113.2% | $6,685+27.1% | $5,306+60.1% |