Filed July 2, 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 | $44,989 | $41,377+8.7% | $109,313-58.8% | $62,881-28.5% |
| Participation rate | 88.2% | 57.5%+30.7pp | 71.3%+17.0pp | 69.3%+18.9pp |
| Annual return | 6.35% | 11.05%-4.7pp | 22.07%-15.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $3,495 | $1,276+173.9% | $3,892-10.2% | $2,281+53.2% |
| Participant deferral / active EE | $5,641 | $2,045+175.8% | $3,166+78.2% | $3,203+76.1% |
| Admin fee / account holder | $3,990 | $2,884+38.3% | $5,666-29.6% | $4,296-7.1% |