Filed December 5, 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 | $27,249 | $75,832-64.1% | $147,617-81.5% | $59,633-54.3% |
| Participation rate | 74.4% | 71.6%+2.8pp | 84.6%-10.2pp | 68.7%+5.7pp |
| Annual return | 4.65% | 0.37%+4.3pp | 61.98%-57.3pp | 2041.45%-2036.8pp |
| Employer contribution / active EE | $3,187 | $3,485-8.5% | $5,564-42.7% | $2,203+44.7% |
| Participant deferral / active EE | $4,499 | $3,131+43.7% | $4,895-8.1% | $3,192+41.0% |
| Admin fee / account holder | $1,708 | $5,986-71.5% | $11,612-85.3% | $4,297-60.2% |