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 | $57,245 | $76,407-25.1% | $150,298-61.9% | $82,448-30.6% |
| Participation rate | 92.0% | 66.4%+25.6pp | 77.8%+14.2pp | 68.1%+23.9pp |
| Annual return | 38.56% | 39.99%-1.4pp | 62.79%-24.2pp | 41.64%-3.1pp |
| Employer contribution / active EE | $4,045 | $2,614+54.7% | $4,154-2.6% | $2,551+58.6% |
| Participant deferral / active EE | $3,138 | $3,214-2.4% | $5,453-42.4% | $4,139-24.2% |
| Admin fee / account holder | $38,168 | $6,352+500.9% | $14,116+170.4% | $7,234+427.6% |