Filed March 27, 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 | $179,540 | $92,798+93.5% | $96,707+85.7% | $137,256+30.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 12.76% | 31.24%-18.5pp | 34.78%-22.0pp | 220.34%-207.6pp |
| Employer contribution / active EE | $8,085 | $4,147+94.9% | $4,191+92.9% | $4,156+94.5% |
| Participant deferral / active EE | $11,981 | $5,877+103.9% | $5,997+99.8% | $6,407+87.0% |
| Admin fee / account holder | $112,451 | $7,946+1315.3% | $7,503+1398.8% | $12,270+816.5% |