Filed December 31, 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 | $30,705 | $81,504-62.3% | $102,437-70.0% | $80,959-62.1% |
| Participation rate | 94.4% | 66.9%+27.5pp | 74.5%+19.9pp | 67.7%+26.7pp |
| Annual return | 12.05% | 25.60%-13.5pp | 24.95%-12.9pp | 35.67%-23.6pp |
| Employer contribution / active EE | $2,638 | $3,104-15.0% | $3,871-31.9% | $2,757-4.3% |
| Participant deferral / active EE | $5,514 | $3,871+42.5% | $5,060+9.0% | $4,300+28.2% |
| Admin fee / account holder | $2,265 | $6,719-66.3% | $8,388-73.0% | $6,925-67.3% |