Filed November 6, 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 | $187,201 | $160,028+17.0% | $147,080+27.3% | $145,884+28.3% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.36% | 98.60%-83.2pp | 420.17%-404.8pp | 551.85%-536.5pp |
| Employer contribution / active EE | $4,678 | $5,286-11.5% | $4,933-5.2% | $4,662+0.3% |
| Participant deferral / active EE | $9,811 | $8,422+16.5% | $8,066+21.6% | $6,690+46.7% |
| Admin fee / account holder | $515 | $15,030-96.6% | $12,989-96.0% | $13,392-96.2% |