Filed December 21, 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 | $115,975 | $32,117+261.1% | $71,086+63.1% | $64,173+80.7% |
| Participation rate | 89.7% | 42.7%+47.0pp | 54.7%+35.0pp | 69.6%+20.1pp |
| Annual return | -3.10% | -5.57%+2.5pp | 650.59%-653.7pp | 7.63%-10.7pp |
| Employer contribution / active EE | $3,604 | $712+406.0% | $1,088+231.3% | $2,381+51.4% |
| Participant deferral / active EE | $7,754 | $1,263+514.0% | $1,874+313.7% | $3,470+123.5% |
| Admin fee / account holder | $4,452 | $2,759+61.4% | $3,082+44.4% | $4,887-8.9% |