Filed October 9, 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 | $51,771 | $87,060-40.5% | $105,591-51.0% | $80,911-36.0% |
| Participation rate | 89.5% | 70.4%+19.0pp | 75.3%+14.2pp | 67.6%+21.8pp |
| Annual return | 13.91% | 17.05%-3.1pp | 116.43%-102.5pp | 35.63%-21.7pp |
| Employer contribution / active EE | $1,994 | $2,396-16.8% | $3,166-37.0% | $2,756-27.6% |
| Participant deferral / active EE | $3,393 | $3,986-14.9% | $5,008-32.3% | $4,297-21.0% |
| Admin fee / account holder | $3,998 | $8,442-52.6% | $11,024-63.7% | $6,935-42.3% |