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 | $57,119+14.3% | $85,187-23.4% | $80,935-19.3% |
| Participation rate | 94.0% | 56.4%+37.6pp | 67.5%+26.5pp | 67.7%+26.4pp |
| Annual return | 14.61% | 21.70%-7.1pp | 66.67%-52.1pp | 35.66%-21.0pp |
| Employer contribution / active EE | $1,977 | $1,802+9.7% | $2,732-27.7% | $2,757-28.3% |
| Participant deferral / active EE | $11,538 | $3,115+270.4% | $4,525+155.0% | $4,299+168.4% |
| Admin fee / account holder | $4,468 | $4,990-10.5% | $6,162-27.5% | $6,924-35.5% |