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 | $95,404+5.7% | $113,397-11.0% | $82,637+22.1% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.5%+13.5pp | 68.1%+21.9pp |
| Annual return | 13.78% | 19.08%-5.3pp | 23.20%-9.4pp | 53.51%-39.7pp |
| Employer contribution / active EE | $2,042 | $2,307-11.5% | $2,977-31.4% | $2,552-20.0% |
| Participant deferral / active EE | $4,069 | $4,220-3.6% | $5,076-19.8% | $4,126-1.4% |
| Admin fee / account holder | $29,282 | $9,168+219.4% | $11,957+144.9% | $7,339+299.0% |