Filed March 18, 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 | $145,495 | $106,864+36.1% | $147,318-1.2% | $82,637+76.1% |
| Participation rate | 95.7% | 75.5%+20.1pp | 82.1%+13.6pp | 68.1%+27.6pp |
| Annual return | 20.42% | 27.49%-7.1pp | 70.43%-50.0pp | 53.51%-33.1pp |
| Employer contribution / active EE | $18,130 | $3,417+430.6% | $4,593+294.7% | $2,552+610.4% |
| Participant deferral / active EE | $5,851 | $6,496-9.9% | $7,906-26.0% | $4,126+41.8% |
| Admin fee / account holder | $4,879 | $8,415-42.0% | $13,708-64.4% | $7,339-33.5% |