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 | $79,496 | $202,463-60.7% | $169,397-53.1% | $139,487-43.0% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 22.10% | 532.64%-510.5pp | 406.23%-384.1pp | 373.84%-351.7pp |
| Employer contribution / active EE | $3,077 | $4,694-34.5% | $4,013-23.3% | $4,755-35.3% |
| Participant deferral / active EE | $6,243 | $6,941-10.1% | $6,223+0.3% | $6,713-7.0% |
| Admin fee / account holder | $3,562 | $10,726-66.8% | $9,017-60.5% | $11,407-68.8% |