Filed January 4, 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 | $133,734 | $52,353+155.4% | $120,225+11.2% | $82,448+62.2% |
| Participation rate | 96.0% | 58.3%+37.7pp | 69.6%+26.4pp | 68.1%+27.9pp |
| Annual return | 15.84% | 61.85%-46.0pp | 439.23%-423.4pp | 41.64%-25.8pp |
| Employer contribution / active EE | $3,725 | $1,510+146.7% | $3,475+7.2% | $2,551+46.0% |
| Participant deferral / active EE | $7,162 | $2,627+172.7% | $3,999+79.1% | $4,139+73.0% |
| Admin fee / account holder | $2,859 | $4,363-34.5% | $5,696-49.8% | $7,234-60.5% |