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 | $152,074+18.1% | $137,474+30.6% | $198,609-9.6% |
| Participation rate | 100.0% | 85.3%+14.7pp | 83.5%+16.5pp | 82.4%+17.6pp |
| Annual return | 12.76% | 10.68%+2.1pp | 11.53%+1.2pp | 202.70%-189.9pp |
| Employer contribution / active EE | $8,085 | $5,444+48.5% | $5,048+60.2% | $5,055+59.9% |
| Participant deferral / active EE | $11,981 | $6,522+83.7% | $6,155+94.7% | $6,977+71.7% |
| Admin fee / account holder | $112,451 | $11,950+841.0% | $10,602+960.6% | $19,030+490.9% |