Filed January 8, 2020
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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 | $64,183 | $201,370-68.1% | $184,256-65.2% | $145,897-56.0% |
| Participation rate | 79.2% | 87.5%-8.3pp | 86.8%-7.7pp | 80.3%-1.1pp |
| Annual return | 21.27% | 29.05%-7.8pp | 28.85%-7.6pp | 552.29%-531.0pp |
| Employer contribution / active EE | $7,639 | $7,024+8.8% | $6,427+18.9% | $4,663+63.8% |
| Participant deferral / active EE | $10,635 | $9,808+8.4% | $9,133+16.4% | $6,689+59.0% |
| Admin fee / account holder | $4,599 | $16,364-71.9% | $13,899-66.9% | $13,390-65.7% |