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 | $78,690-27.3% | $161,489-64.6% | $87,485-34.6% |
| Participation rate | 92.0% | 67.5%+24.5pp | 78.7%+13.3pp | 68.9%+23.1pp |
| Annual return | 38.56% | 32.74%+5.8pp | 89.72%-51.2pp | 26.06%+12.5pp |
| Employer contribution / active EE | $4,045 | $2,588+56.3% | $4,268-5.2% | $2,596+55.8% |
| Participant deferral / active EE | $3,138 | $3,311-5.2% | $5,630-44.3% | $4,274-26.6% |
| Admin fee / account holder | $38,168 | $6,724+467.7% | $16,006+138.5% | $7,775+390.9% |