Filed November 19, 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 | $138,022 | $185,312-25.5% | $161,489-14.5% | $154,746-10.8% |
| Participation rate | 78.6% | 82.5%-3.9pp | 78.7%-0.1pp | 80.7%-2.1pp |
| Annual return | 15.60% | 103.84%-88.2pp | 89.72%-74.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $5,456 | $4,769+14.4% | $4,268+27.8% | $4,379+24.6% |
| Participant deferral / active EE | $11,043 | $6,350+73.9% | $5,630+96.2% | $6,730+64.1% |
| Admin fee / account holder | $19,710 | $18,654+5.7% | $16,006+23.1% | $14,365+37.2% |