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 | $117,551 | $169,361-30.6% | $129,397-9.2% | $145,877-19.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.56% | 14395.54%-14376.0pp | 9453.98%-9434.4pp | 551.28%-531.7pp |
| Employer contribution / active EE | $3,338 | $5,542-39.8% | $4,154-19.6% | $4,663-28.4% |
| Participant deferral / active EE | $7,833 | $4,987+57.1% | $4,167+88.0% | $6,691+17.1% |
| Admin fee / account holder | $5,455 | $9,903-44.9% | $7,679-29.0% | $13,402-59.3% |