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 | $45,218 | $85,766-47.3% | $136,298-66.8% | $70,126-35.5% |
| Participation rate | 75.5% | 74.2%+1.3pp | 81.9%-6.4pp | 69.5%+5.9pp |
| Annual return | 21.72% | 31.46%-9.7pp | 5156.27%-5134.6pp | 73.15%-51.4pp |
| Employer contribution / active EE | $1,708 | $2,966-42.4% | $4,696-63.6% | $2,343-27.1% |
| Participant deferral / active EE | $2,660 | $5,051-47.3% | $6,247-57.4% | $3,332-20.2% |
| Admin fee / account holder | $1,053 | $5,421-80.6% | $9,244-88.6% | $4,645-77.3% |