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 | $183,085 | $201,372-9.1% | $184,260-0.6% | $145,884+25.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.64% | 29.04%-15.4pp | 28.84%-15.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $13,649 | $7,024+94.3% | $6,427+112.4% | $4,662+192.8% |
| Participant deferral / active EE | $18,306 | $9,808+86.7% | $9,133+100.4% | $6,690+173.7% |
| Admin fee / account holder | $4,075 | $16,362-75.1% | $13,898-70.7% | $13,392-69.6% |