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 | $72,469 | $232,540-68.8% | $185,117-60.9% | $147,586-50.9% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 21.74% | 43.03%-21.3pp | 40.50%-18.8pp | 578.59%-556.9pp |
| Employer contribution / active EE | $2,389 | $5,195-54.0% | $4,182-42.9% | $4,876-51.0% |
| Participant deferral / active EE | $4,037 | $5,834-30.8% | $5,045-20.0% | $5,439-25.8% |
| Admin fee / account holder | $2,547 | $10,275-75.2% | $8,159-68.8% | $10,886-76.6% |