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 | $71,768 | $227,633-68.5% | $189,597-62.1% | $167,553-57.2% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.4%+13.2pp | 82.1%+9.6pp |
| Annual return | 16.38% | 78.45%-62.1pp | 64.20%-47.8pp | 478.89%-462.5pp |
| Employer contribution / active EE | $1,755 | $5,317-67.0% | $4,412-60.2% | $4,840-63.7% |
| Participant deferral / active EE | $3,485 | $7,003-50.2% | $6,174-43.6% | $6,343-45.1% |
| Admin fee / account holder | $442 | $11,879-96.3% | $9,807-95.5% | $12,316-96.4% |