Filed December 18, 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 | $31,168 | $69,444-55.1% | $92,985-66.5% | $87,485-64.4% |
| Participation rate | 82.9% | 63.3%+19.6pp | 69.5%+13.4pp | 68.9%+13.9pp |
| Annual return | 18.65% | 23.85%-5.2pp | 27.99%-9.3pp | 26.06%-7.4pp |
| Employer contribution / active EE | $525 | $1,917-72.6% | $2,662-80.3% | $2,596-79.8% |
| Participant deferral / active EE | $3,976 | $3,364+18.2% | $4,377-9.2% | $4,274-7.0% |
| Admin fee / account holder | $3,690 | $6,137-39.9% | $9,463-61.0% | $7,775-52.5% |