Filed June 25, 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 | $100,333 | $132,634-24.4% | $115,768-13.3% | $137,256-26.9% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.4%+13.1pp | 80.0%+7.5pp |
| Annual return | 20.48% | 160.70%-140.2pp | 100.46%-80.0pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,948 | $3,360-12.3% | $2,940+0.3% | $4,156-29.1% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,153 | $15,028-92.3% | $12,439-90.7% | $12,270-90.6% |