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 | $209,336+17.0% | $197,124+24.2% | $137,256+78.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.95% | 48.09%-32.1pp | 44.34%-28.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $17,153 | $6,591+160.3% | $6,227+175.4% | $4,156+312.7% |
| Participant deferral / active EE | $21,425 | $9,614+122.9% | $9,135+134.5% | $6,407+234.4% |
| Admin fee / account holder | $2,063 | $17,308-88.1% | $16,298-87.3% | $12,270-83.2% |