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 | $87,562 | $76,371+14.7% | $93,621-6.5% | $72,975+20.0% |
| Participation rate | 97.6% | 71.8%+25.8pp | 75.8%+21.7pp | 69.5%+28.1pp |
| Annual return | 21.20% | 25.82%-4.6pp | 32.76%-11.6pp | 81.01%-59.8pp |
| Employer contribution / active EE | $1,768 | $2,276-22.3% | $2,719-35.0% | $2,440-27.5% |
| Participant deferral / active EE | $4,890 | $3,538+38.2% | $4,070+20.2% | $3,608+35.5% |
| Admin fee / account holder | $828 | $6,839-87.9% | $7,890-89.5% | $5,124-83.8% |