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 | $56,431+137.0% | $130,788+2.3% | $87,485+52.9% |
| Participation rate | 96.0% | 58.9%+37.1pp | 70.1%+25.9pp | 68.9%+27.1pp |
| Annual return | 15.84% | 91.27%-75.4pp | 386.44%-370.6pp | 26.06%-10.2pp |
| Employer contribution / active EE | $3,725 | $1,549+140.5% | $3,558+4.7% | $2,596+43.5% |
| Participant deferral / active EE | $7,162 | $2,749+160.5% | $4,137+73.1% | $4,274+67.6% |
| Admin fee / account holder | $2,859 | $4,433-35.5% | $6,673-57.2% | $7,775-63.2% |