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 | $55,826 | $85,766-34.9% | $136,298-59.0% | $70,126-20.4% |
| Participation rate | 91.7% | 74.2%+17.5pp | 81.9%+9.7pp | 69.5%+22.1pp |
| Annual return | 19.05% | 31.46%-12.4pp | 5156.27%-5137.2pp | 73.15%-54.1pp |
| Employer contribution / active EE | $2,555 | $2,966-13.9% | $4,696-45.6% | $2,343+9.1% |
| Participant deferral / active EE | $7,751 | $5,051+53.4% | $6,247+24.1% | $3,332+132.6% |
| Admin fee / account holder | $8,956 | $5,421+65.2% | $9,244-3.1% | $4,645+92.8% |