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 | $57,649 | $140,592-59.0% | $123,106-53.2% | $125,388-54.0% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | 1.13% | 16.80%-15.7pp | 13.22%-12.1pp | 282.24%-281.1pp |
| Employer contribution / active EE | $2,625 | $6,041-56.5% | $5,151-49.0% | $4,866-46.1% |
| Participant deferral / active EE | $6,489 | $6,980-7.0% | $6,229+4.2% | $5,352+21.3% |
| Admin fee / account holder | $2,675 | $11,198-76.1% | $9,015-70.3% | $9,541-72.0% |