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 | $121,273 | $125,193-3.1% | $105,591+14.9% | $145,978-16.9% |
| Participation rate | 95.0% | 77.6%+17.4pp | 75.3%+19.7pp | 80.3%+14.7pp |
| Annual return | 13.68% | 225.53%-211.9pp | 116.43%-102.7pp | 550.52%-536.8pp |
| Employer contribution / active EE | $6,962 | $3,718+87.2% | $3,166+119.9% | $4,662+49.3% |
| Participant deferral / active EE | $5,684 | $5,708-0.4% | $5,008+13.5% | $6,690-15.0% |
| Admin fee / account holder | $9,931 | $17,277-42.5% | $11,024-9.9% | $13,400-25.9% |