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 | $110,314 | $60,119+83.5% | $90,430+22.0% | $79,858+38.1% |
| Participation rate | 84.6% | 65.0%+19.6pp | 72.7%+11.9pp | 69.6%+15.0pp |
| Annual return | 19.73% | 71.94%-52.2pp | 1293.73%-1274.0pp | 31.72%-12.0pp |
| Employer contribution / active EE | $3,685 | $2,068+78.2% | $3,262+13.0% | $2,471+49.1% |
| Participant deferral / active EE | $8,998 | $2,938+206.3% | $3,963+127.1% | $3,740+140.6% |
| Admin fee / account holder | $12,847 | $3,976+223.1% | $5,613+128.9% | $5,306+142.1% |