Filed December 3, 2018
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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 | $118,316 | $99,011+19.5% | $86,582+36.7% | $147,586-19.8% |
| Participation rate | 95.5% | 76.3%+19.1pp | 73.5%+21.9pp | 82.8%+12.6pp |
| Annual return | 0.00% | 1312.75%-1312.7pp | 965.08%-965.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $5,171 | $3,132+65.1% | $2,839+82.1% | $4,876+6.0% |
| Participant deferral / active EE | $10,362 | $3,972+160.9% | $3,609+187.2% | $5,439+90.5% |
| Admin fee / account holder | $1,843 | $5,709-67.7% | $4,904-62.4% | $10,886-83.1% |