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 | $116,486 | $169,237-31.2% | $129,339-9.9% | $145,978-20.2% |
| Participation rate | 95.7% | 76.5%+19.2pp | 69.6%+26.0pp | 80.3%+15.4pp |
| Annual return | 15.62% | 14364.43%-14348.8pp | 9437.05%-9421.4pp | 550.52%-534.9pp |
| Employer contribution / active EE | $2,381 | $5,540-57.0% | $4,154-42.7% | $4,662-48.9% |
| Participant deferral / active EE | $9,269 | $4,991+85.7% | $4,170+122.3% | $6,690+38.6% |
| Admin fee / account holder | $1,562 | $9,882-84.2% | $7,668-79.6% | $13,400-88.3% |