Filed October 12, 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 | $56,322 | $85,766-34.3% | $136,298-58.7% | $70,126-19.7% |
| Participation rate | 94.3% | 74.2%+20.2pp | 81.9%+12.4pp | 69.5%+24.8pp |
| Annual return | 20.75% | 31.46%-10.7pp | 5156.27%-5135.5pp | 73.15%-52.4pp |
| Employer contribution / active EE | $2,388 | $2,966-19.5% | $4,696-49.2% | $2,343+1.9% |
| Participant deferral / active EE | $4,974 | $5,051-1.5% | $6,247-20.4% | $3,332+49.3% |
| Admin fee / account holder | $1,711 | $5,421-68.4% | $9,244-81.5% | $4,645-63.2% |