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 | $230,122 | $94,749+142.9% | $112,899+103.8% | $139,466+65.0% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 16.53% | 40.92%-24.4pp | 34.11%-17.6pp | 373.66%-357.1pp |
| Employer contribution / active EE | $7,724 | $4,630+66.8% | $4,566+69.1% | $4,754+62.5% |
| Participant deferral / active EE | $12,412 | $6,517+90.5% | $6,516+90.5% | $6,712+84.9% |
| Admin fee / account holder | $17,953 | $8,530+110.5% | $7,047+154.7% | $11,409+57.4% |