Filed February 15, 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 | $58,718 | $140,578-58.2% | $100,671-41.7% | $125,389-53.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -1.88% | 24.67%-26.5pp | 20.43%-22.3pp | 282.24%-284.1pp |
| Employer contribution / active EE | $3,761 | $5,965-36.9% | $4,012-6.2% | $4,866-22.7% |
| Participant deferral / active EE | $4,094 | $3,981+2.8% | $3,144+30.2% | $5,352-23.5% |
| Admin fee / account holder | $1,873 | $6,716-72.1% | $4,850-61.4% | $9,541-80.4% |