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 | $48,679 | $76,551-36.4% | $123,894-60.7% | $62,881-22.6% |
| Participation rate | 90.7% | 73.0%+17.8pp | 81.4%+9.3pp | 69.3%+21.4pp |
| Annual return | 9.40% | 18.68%-9.3pp | 47.52%-38.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $2,455 | $2,882-14.8% | $4,617-46.8% | $2,281+7.6% |
| Participant deferral / active EE | $7,051 | $4,840+45.7% | $5,984+17.8% | $3,203+120.2% |
| Admin fee / account holder | $4,112 | $4,826-14.8% | $8,357-50.8% | $4,296-4.3% |