Filed May 10, 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 | $88,525 | $89,367-0.9% | $141,191-37.3% | $72,975+21.3% |
| Participation rate | 93.3% | 75.1%+18.2pp | 82.5%+10.9pp | 69.5%+23.8pp |
| Annual return | 23.72% | 111.87%-88.1pp | 71.41%-47.7pp | 81.01%-57.3pp |
| Employer contribution / active EE | $4,926 | $3,115+58.1% | $4,736+4.0% | $2,440+101.9% |
| Participant deferral / active EE | $6,078 | $5,419+12.2% | $6,710-9.4% | $3,608+68.5% |
| Admin fee / account holder | $663 | $5,957-88.9% | $10,264-93.5% | $5,124-87.1% |