Filed July 8, 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 | $244,921 | $212,386+15.3% | $199,883+22.5% | $138,895+76.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.95% | 47.75%-31.8pp | 43.81%-27.9pp | 145.39%-129.4pp |
| Employer contribution / active EE | $17,153 | $6,625+158.9% | $6,261+173.9% | $4,194+309.0% |
| Participant deferral / active EE | $21,425 | $9,617+122.8% | $9,138+134.5% | $6,396+235.0% |
| Admin fee / account holder | $2,063 | $18,233-88.7% | $17,268-88.1% | $12,562-83.6% |