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 | $79,400 | $176,402-55.0% | $134,162-40.8% | $158,982-50.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.54% | 63.66%-50.1pp | 36.35%-22.8pp | 302.99%-289.4pp |
| Employer contribution / active EE | $2,072 | $5,042-58.9% | $3,705-44.1% | $4,763-56.5% |
| Participant deferral / active EE | $7,137 | $4,093+74.4% | $3,500+103.9% | $5,983+19.3% |
| Admin fee / account holder | $538 | $8,719-93.8% | $6,685-91.9% | $11,252-95.2% |