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 | $58,627-46.8% | $76,735-59.4% | $82,448-62.2% |
| Participation rate | 82.9% | 63.2%+19.6pp | 69.5%+13.4pp | 68.1%+14.8pp |
| Annual return | 18.65% | 39.10%-20.5pp | 29.77%-11.1pp | 41.64%-23.0pp |
| Employer contribution / active EE | $525 | $1,729-69.6% | $2,454-78.6% | $2,551-79.4% |
| Participant deferral / active EE | $3,976 | $3,134+26.9% | $4,088-2.7% | $4,139-3.9% |
| Admin fee / account holder | $3,690 | $5,323-30.7% | $7,189-48.7% | $7,234-49.0% |