Filed July 17, 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 | $81,936 | $47,848+71.2% | $81,473+0.6% | $70,124+16.8% |
| Participation rate | 84.4% | 58.3%+26.2pp | 68.0%+16.5pp | 69.5%+14.9pp |
| Annual return | 16.23% | 27.25%-11.0pp | 38.78%-22.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,447 | $2,453+162.8% | $3,537+82.3% | $3,332+93.5% |
| Admin fee / account holder | $2,697 | $3,145-14.2% | $4,561-40.9% | $4,645-41.9% |