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 | $167,030-72.2% | $135,768-65.8% | $155,188-70.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 10.49% | 678.39%-667.9pp | 526.10%-515.6pp | 148.84%-138.3pp |
| Employer contribution / active EE | $3,231 | $4,132-21.8% | $3,394-4.8% | $4,248-23.9% |
| Participant deferral / active EE | $9,377 | $4,528+107.1% | $3,977+135.8% | $6,531+43.6% |
| Admin fee / account holder | $20,533 | $8,172+151.3% | $7,048+191.3% | $14,480+41.8% |