Filed September 21, 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 | $47,433 | $100,033-52.6% | $149,716-68.3% | $70,124-32.4% |
| Participation rate | 75.0% | 83.6%-8.6pp | 87.1%-12.1pp | 69.5%+5.5pp |
| Annual return | 21.88% | 27.43%-5.5pp | 1501.67%-1479.8pp | 73.14%-51.3pp |
| Employer contribution / active EE | $1,138 | $3,661-68.9% | $5,444-79.1% | $2,342-51.4% |
| Participant deferral / active EE | $3,057 | $4,982-38.6% | $6,568-53.5% | $3,332-8.2% |
| Admin fee / account holder | $1,170 | $8,285-85.9% | $11,282-89.6% | $4,645-74.8% |