Filed October 29, 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 | $41,995 | $69,848-39.9% | $115,756-63.7% | $66,949-37.3% |
| Participation rate | 74.1% | 70.6%+3.5pp | 77.1%-3.0pp | 69.8%+4.3pp |
| Annual return | -17.80% | 969.66%-987.5pp | 143.14%-160.9pp | 1.57%-19.4pp |
| Employer contribution / active EE | $587 | $2,613-77.5% | $3,793-84.5% | $2,545-76.9% |
| Participant deferral / active EE | $6,250 | $4,274+46.2% | $6,254-0.1% | $4,239+47.4% |
| Admin fee / account holder | $3,375 | $337+901.1% | $8,124-58.5% | $594+468.7% |