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 | $239,903 | $90,448+165.2% | $93,786+155.8% | $134,545+78.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -15.06% | -15.71%+0.7pp | -11.32%-3.7pp | 418.37%-433.4pp |
| Employer contribution / active EE | $7,646 | $4,349+75.8% | $4,328+76.7% | $4,742+61.3% |
| Participant deferral / active EE | $11,613 | $5,983+94.1% | $6,100+90.4% | $6,401+81.4% |
| Admin fee / account holder | $530 | $9,232-94.3% | $7,184-92.6% | $11,431-95.4% |