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 | $70,813 | $67,602+4.8% | $82,312-14.0% | $70,126+1.0% |
| Participation rate | 88.6% | 72.8%+15.8pp | 76.9%+11.7pp | 69.5%+19.0pp |
| Annual return | 19.77% | 21.57%-1.8pp | 25.88%-6.1pp | 73.15%-53.4pp |
| Employer contribution / active EE | $1,631 | $1,755-7.1% | $2,428-32.8% | $2,343-30.4% |
| Participant deferral / active EE | $4,188 | $2,987+40.2% | $3,706+13.0% | $3,332+25.7% |
| Admin fee / account holder | $710 | $4,512-84.3% | $5,608-87.3% | $4,645-84.7% |