Filed September 20, 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 | $127,967 | $132,634-3.5% | $115,768+10.5% | $137,256-6.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.31% | 160.70%-146.4pp | 100.46%-86.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $7,596 | $3,360+126.1% | $2,940+158.4% | $4,156+82.8% |
| Participant deferral / active EE | $6,074 | $5,619+8.1% | $4,917+23.5% | $6,407-5.2% |
| Admin fee / account holder | $7,482 | $15,028-50.2% | $12,439-39.9% | $12,270-39.0% |