Filed December 21, 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 | $37,350 | $46,877-20.3% | $122,354-69.5% | $70,126-46.7% |
| Participation rate | 96.0% | 58.2%+37.8pp | 71.6%+24.4pp | 69.5%+26.5pp |
| Annual return | 13.77% | 24.22%-10.5pp | 30.28%-16.5pp | 73.15%-59.4pp |
| Employer contribution / active EE | $2,424 | $1,288+88.1% | $4,051-40.2% | $2,343+3.5% |
| Participant deferral / active EE | $1,905 | $2,167-12.1% | $3,287-42.0% | $3,332-42.8% |
| Admin fee / account holder | $1,651 | $3,324-50.3% | $5,479-69.9% | $4,645-64.5% |