Filed February 13, 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 | $46,474 | $149,040-68.8% | $120,225-61.3% | $137,256-66.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 10.49% | 605.68%-595.2pp | 439.23%-428.7pp | 220.34%-209.8pp |
| Employer contribution / active EE | $3,231 | $4,350-25.7% | $3,475-7.0% | $4,156-22.3% |
| Participant deferral / active EE | $9,377 | $4,655+101.5% | $3,999+134.5% | $6,407+46.4% |
| Admin fee / account holder | $20,533 | $6,348+223.5% | $5,696+260.5% | $12,270+67.3% |