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 | $63,657 | $85,766-25.8% | $136,298-53.3% | $70,126-9.2% |
| Participation rate | 82.8% | 74.2%+8.6pp | 81.9%+0.8pp | 69.5%+13.2pp |
| Annual return | 17.19% | 31.46%-14.3pp | 5156.27%-5139.1pp | 73.15%-56.0pp |
| Employer contribution / active EE | $1,200 | $2,966-59.5% | $4,696-74.4% | $2,343-48.8% |
| Participant deferral / active EE | $5,373 | $5,051+6.4% | $6,247-14.0% | $3,332+61.3% |
| Admin fee / account holder | $958 | $5,421-82.3% | $9,244-89.6% | $4,645-79.4% |