Filed January 16, 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 | $65,770 | $49,177+33.7% | $79,466-17.2% | $64,173+2.5% |
| Participation rate | 92.9% | 65.0%+27.8pp | 73.3%+19.5pp | 69.6%+23.3pp |
| Annual return | 7.98% | -1.16%+9.1pp | 718.28%-710.3pp | 7.63%+0.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,479 | $2,821+165.1% | $3,704+101.9% | $3,470+115.6% |
| Admin fee / account holder | $2,977 | $3,839-22.5% | $5,104-41.7% | $4,887-39.1% |