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 | $98,300 | $49,199+99.8% | $121,204-18.9% | $75,173+30.8% |
| Participation rate | 80.8% | 55.4%+25.3pp | 69.5%+11.2pp | 67.2%+13.6pp |
| Annual return | 17.99% | 56.04%-38.1pp | 987.18%-969.2pp | 160.72%-142.7pp |
| Employer contribution / active EE | $1,873 | $1,547+21.0% | $4,170-55.1% | $2,671-29.9% |
| Participant deferral / active EE | $6,821 | $2,630+159.3% | $4,083+67.1% | $4,126+65.3% |
| Admin fee / account holder | $7,502 | $3,946+90.1% | $5,651+32.7% | $5,651+32.8% |