Filed April 24, 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 | $96,980 | $182,442-46.8% | $163,379-40.6% | $138,895-30.2% |
| Participation rate | 83.3% | 79.8%+3.6pp | 76.8%+6.5pp | 79.9%+3.4pp |
| Annual return | 16.89% | 72.74%-55.8pp | 63.41%-46.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $3,028 | $4,159-27.2% | $3,752-19.3% | $4,194-27.8% |
| Participant deferral / active EE | $5,936 | $6,817-12.9% | $6,282-5.5% | $6,396-7.2% |
| Admin fee / account holder | $1,204 | $10,396-88.4% | $9,818-87.7% | $12,562-90.4% |