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 | $76,564-59.3% | $105,582-70.5% | $94,015-66.8% |
| Participation rate | 82.9% | 65.2%+17.7pp | 71.8%+11.1pp | 70.8%+12.0pp |
| Annual return | 18.65% | 20.69%-2.0pp | 18.61%0pp | 17.84%+0.8pp |
| Employer contribution / active EE | $525 | $1,995-73.7% | $2,984-82.4% | $2,790-81.2% |
| Participant deferral / active EE | $3,976 | $3,320+19.7% | $4,353-8.7% | $4,249-6.4% |
| Admin fee / account holder | $3,690 | $7,129-48.2% | $12,856-71.3% | $8,951-58.8% |