Filed September 7, 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 | $50,876 | $131,835-61.4% | $108,582-53.1% | $273,972-81.4% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 7.45% | -91.57%+99.0pp | -51.70%+59.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,409 | $4,913-71.3% | $3,758-62.5% | $4,869-71.1% |
| Participant deferral / active EE | $1,727 | $5,127-66.3% | $4,311-59.9% | $5,287-67.3% |
| Admin fee / account holder | $10,393 | $10,253+1.4% | $7,645+35.9% | $10,133+2.6% |