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 | $160,040+17.0% | $147,096+27.3% | $145,877+28.3% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.36% | 98.49%-83.1pp | 419.75%-404.4pp | 551.28%-535.9pp |
| Employer contribution / active EE | $4,678 | $5,289-11.6% | $4,936-5.2% | $4,663+0.3% |
| Participant deferral / active EE | $9,811 | $8,429+16.4% | $8,071+21.6% | $6,691+46.6% |
| Admin fee / account holder | $515 | $15,050-96.6% | $13,005-96.0% | $13,402-96.2% |