Filed February 2, 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 | $64,897 | $72,388-10.3% | $111,392-41.7% | $64,173+1.1% |
| Participation rate | 76.5% | 70.5%+6.0pp | 78.9%-2.3pp | 69.6%+7.0pp |
| Annual return | -6.68% | -1.50%-5.2pp | -2.06%-4.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,058 | $3,000-31.4% | $4,328-52.5% | $2,381-13.6% |
| Participant deferral / active EE | $3,751 | $4,241-11.6% | $5,567-32.6% | $3,470+8.1% |
| Admin fee / account holder | $10,893 | $5,719+90.4% | $12,266-11.2% | $4,887+122.9% |