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 | $86,397 | $98,760-12.5% | $149,715-42.3% | $79,858+8.2% |
| Participation rate | 86.3% | 75.8%+10.5pp | 82.5%+3.8pp | 69.6%+16.6pp |
| Annual return | 16.88% | 27.43%-10.5pp | 276.66%-259.8pp | 31.72%-14.8pp |
| Employer contribution / active EE | $3,541 | $3,217+10.1% | $4,645-23.8% | $2,471+43.3% |
| Participant deferral / active EE | $6,816 | $5,681+20.0% | $6,842-0.4% | $3,740+82.2% |
| Admin fee / account holder | $4,826 | $6,053-20.3% | $9,310-48.2% | $5,306-9.0% |