Filed February 9, 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 | $103,501 | $48,011+115.6% | $63,803+62.2% | $82,637+25.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 16.94% | 19.84%-2.9pp | 543.72%-526.8pp | 53.51%-36.6pp |
| Employer contribution / active EE | $4,925 | $1,904+158.7% | $2,532+94.5% | $2,552+93.0% |
| Participant deferral / active EE | $8,459 | $2,846+197.2% | $3,843+120.1% | $4,126+105.0% |
| Admin fee / account holder | $13,081 | $3,873+237.7% | $5,196+151.7% | $7,339+78.2% |