Filed April 27, 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 | $76,884 | $51,638+48.9% | $129,406-40.6% | $80,959-5.0% |
| Participation rate | 97.1% | 56.9%+40.2pp | 69.6%+27.5pp | 67.7%+29.5pp |
| Annual return | 22.68% | 20.78%+1.9pp | 9468.18%-9445.5pp | 35.67%-13.0pp |
| Employer contribution / active EE | $3,818 | $1,584+141.1% | $4,155-8.1% | $2,757+38.5% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $980 | $4,313-77.3% | $7,689-87.2% | $6,925-85.8% |