Filed October 1, 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 | $35,347 | $165,381-78.6% | $149,730-76.4% | $158,966-77.8% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 19.75% | 348.29%-328.5pp | 276.70%-257.0pp | 302.95%-283.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,198 | $7,182-41.6% | $6,843-38.7% | $5,983-29.8% |
| Admin fee / account holder | $838 | $10,809-92.2% | $9,310-91.0% | $11,250-92.5% |