Filed January 7, 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 | $58,471 | $72,177-19.0% | $115,038-49.2% | $59,633-1.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 21.97% | 12.02%+9.9pp | 26.14%-4.2pp | 2041.45%-2019.5pp |
| Employer contribution / active EE | $6,650 | $2,841+134.1% | $4,608+44.3% | $2,203+201.9% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,410 | $4,927-10.5% | $8,175-46.1% | $4,297+2.6% |