Filed February 26, 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 | $42,526 | $72,177-41.1% | $115,038-63.0% | $59,633-28.7% |
| Participation rate | 90.0% | 72.6%+17.4pp | 81.4%+8.6pp | 68.7%+21.3pp |
| Annual return | 0.64% | 12.02%-11.4pp | 26.14%-25.5pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $2,063 | $2,841-27.4% | $4,608-55.2% | $2,203-6.3% |
| Participant deferral / active EE | $6,358 | $4,783+32.9% | $6,026+5.5% | $3,192+99.2% |
| Admin fee / account holder | $5,914 | $4,927+20.0% | $8,175-27.7% | $4,297+37.6% |