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 | $88,251 | $77,817+13.4% | $123,553-28.6% | $64,173+37.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 30.94% | 12.49%+18.5pp | 119.21%-88.3pp | 7.63%+23.3pp |
| Employer contribution / active EE | $6,018 | $3,014+99.7% | $4,628+30.0% | $2,381+152.8% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,615 | $5,519-16.4% | $9,284-50.3% | $4,887-5.6% |