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 | $106,749+36.3% | $145,4330% | $82,448+76.5% |
| Participation rate | 95.7% | 75.6%+20.0pp | 82.1%+13.5pp | 68.1%+27.6pp |
| Annual return | 20.42% | 27.59%-7.2pp | 66.58%-46.2pp | 41.64%-21.2pp |
| Employer contribution / active EE | $18,130 | $3,444+426.3% | $4,554+298.1% | $2,551+610.7% |
| Participant deferral / active EE | $5,851 | $6,519-10.2% | $7,897-25.9% | $4,139+41.3% |
| Admin fee / account holder | $4,879 | $8,390-41.8% | $13,129-62.8% | $7,234-32.6% |