Filed September 12, 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 | $167,216 | $201,344-17.0% | $184,243-9.2% | $145,877+14.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.15% | 29.01%-12.9pp | 28.82%-12.7pp | 551.28%-535.1pp |
| Employer contribution / active EE | $3,000 | $7,022-57.3% | $6,427-53.3% | $4,663-35.7% |
| Participant deferral / active EE | $8,072 | $9,807-17.7% | $9,132-11.6% | $6,691+20.6% |
| Admin fee / account holder | $2,249 | $16,382-86.3% | $13,914-83.8% | $13,402-83.2% |