Filed December 6, 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 | $27,837 | $107,368-74.1% | $92,915-70.0% | $152,909-81.8% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 124.99% | 145.64%-20.7pp | 109.45%+15.5pp | 345.46%-220.5pp |
| Employer contribution / active EE | $2,750 | $4,222-34.9% | $3,653-24.7% | $4,764-42.3% |
| Participant deferral / active EE | $5,619 | $4,848+15.9% | $4,238+32.6% | $5,851-4.0% |
| Admin fee / account holder | $846 | $7,082-88.1% | $5,796-85.4% | $11,601-92.7% |