Filed July 12, 2017
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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 | $79,426 | $67,602+17.5% | $82,312-3.5% | $70,126+13.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.08% | 21.57%-0.5pp | 25.88%-4.8pp | 73.15%-52.1pp |
| Employer contribution / active EE | $3,723 | $1,755+112.1% | $2,428+53.3% | $2,343+58.9% |
| Participant deferral / active EE | $6,840 | $2,987+129.0% | $3,706+84.6% | $3,332+105.3% |
| Admin fee / account holder | $4,549 | $4,512+0.8% | $5,608-18.9% | $4,645-2.1% |