Filed June 20, 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 | $34,746 | $39,798-12.7% | $67,704-48.7% | $59,633-41.7% |
| Participation rate | 87.0% | 57.4%+29.6pp | 67.5%+19.4pp | 68.7%+18.3pp |
| Annual return | 1.22% | 89.94%-88.7pp | 25.41%-24.2pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $1,294 | $1,393-7.1% | $2,559-49.4% | $2,203-41.2% |
| Participant deferral / active EE | $3,892 | $2,335+66.7% | $3,585+8.6% | $3,192+22.0% |
| Admin fee / account holder | $4,150 | $3,212+29.2% | $4,255-2.5% | $4,297-3.4% |