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 | $62,518 | $62,589-0.1% | $76,768-18.6% | $64,173-2.6% |
| Participation rate | 97.3% | 72.8%+24.5pp | 77.0%+20.3pp | 69.6%+27.7pp |
| Annual return | -6.82% | -1.95%-4.9pp | 2.43%-9.2pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,635 | $1,832-10.7% | $2,485-34.2% | $2,381-31.3% |
| Participant deferral / active EE | $4,187 | $3,145+33.1% | $3,852+8.7% | $3,470+20.7% |
| Admin fee / account holder | $2,196 | $4,667-53.0% | $6,675-67.1% | $4,887-55.1% |