Filed December 20, 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 | $62,742 | $135,956-53.9% | $123,894-49.4% | $273,972-77.1% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 5.28% | 56.63%-51.4pp | 47.52%-42.2pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,407 | $5,170-72.8% | $4,617-69.5% | $4,869-71.1% |
| Participant deferral / active EE | $6,535 | $6,343+3.0% | $5,984+9.2% | $5,287+23.6% |
| Admin fee / account holder | $1,360 | $9,817-86.2% | $8,357-83.7% | $10,133-86.6% |