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 | $55,499 | $226,135-75.5% | $182,558-69.6% | $152,909-63.7% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.0%+12.9pp | 82.5%+8.5pp |
| Annual return | 26.77% | 192.60%-165.8pp | 148.59%-121.8pp | 345.46%-318.7pp |
| Employer contribution / active EE | $1,805 | $4,979-63.7% | $4,076-55.7% | $4,764-62.1% |
| Participant deferral / active EE | $3,853 | $6,371-39.5% | $5,526-30.3% | $5,851-34.1% |
| Admin fee / account holder | $2,192 | $10,707-79.5% | $8,594-74.5% | $11,601-81.1% |