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 | $48,130 | $53,128-9.4% | $86,582-44.4% | $70,126-31.4% |
| Participation rate | 86.0% | 65.3%+20.7pp | 73.5%+12.5pp | 69.5%+16.5pp |
| Annual return | 16.29% | 27.66%-11.4pp | 965.08%-948.8pp | 73.15%-56.9pp |
| Employer contribution / active EE | $2,362 | $2,068+14.2% | $2,839-16.8% | $2,343+0.9% |
| Participant deferral / active EE | $4,503 | $2,695+67.1% | $3,609+24.8% | $3,332+35.1% |
| Admin fee / account holder | $1,165 | $3,584-67.5% | $4,904-76.3% | $4,645-74.9% |