Filed December 28, 2017
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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 | $65,294 | $57,061+14.4% | $85,063-23.2% | $80,911-19.3% |
| Participation rate | 94.0% | 56.3%+37.7pp | 67.5%+26.5pp | 67.6%+26.4pp |
| Annual return | 14.61% | 21.66%-7.1pp | 66.54%-51.9pp | 35.63%-21.0pp |
| Employer contribution / active EE | $1,977 | $1,799+9.9% | $2,727-27.5% | $2,756-28.3% |
| Participant deferral / active EE | $11,538 | $3,110+271.0% | $4,523+155.1% | $4,297+168.5% |
| Admin fee / account holder | $4,468 | $4,986-10.4% | $6,155-27.4% | $6,935-35.6% |