Filed August 16, 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 | $23,432 | $80,812-71.0% | $160,784-85.4% | $82,448-71.6% |
| Participation rate | 77.8% | 66.2%+11.5pp | 77.0%+0.8pp | 68.1%+9.7pp |
| Annual return | 19.71% | 100.59%-80.9pp | 1803.92%-1784.2pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,253 | $2,174-42.3% | $3,733-66.4% | $2,551-50.9% |
| Participant deferral / active EE | $2,387 | $4,335-44.9% | $6,293-62.1% | $4,139-42.3% |
| Admin fee / account holder | $760 | $7,695-90.1% | $9,717-92.2% | $7,234-89.5% |