Filed December 18, 2018
Total covered: 2 employees
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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 | $100,880 | $100,194+0.7% | $122,979-18.0% | $86,983+16.0% |
| Participation rate | 90.0% | 73.0%+17.0pp | 77.2%+12.8pp | 69.5%+20.5pp |
| Annual return | 13.78% | 16.47%-2.7pp | 20.12%-6.3pp | 25.83%-12.0pp |
| Employer contribution / active EE | $2,042 | $2,326-12.2% | $3,062-33.3% | $2,584-21.0% |
| Participant deferral / active EE | $4,069 | $4,133-1.5% | $5,003-18.7% | $4,194-3.0% |
| Admin fee / account holder | $29,282 | $10,148+188.6% | $12,864+127.6% | $7,856+272.7% |