Filed October 23, 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 | $62,039 | $60,349+2.8% | $74,184-16.4% | $62,881-1.3% |
| Participation rate | 94.8% | 72.7%+22.1pp | 76.6%+18.2pp | 69.3%+25.5pp |
| Annual return | 7.16% | 21.38%-14.2pp | 17.74%-10.6pp | 20.14%-13.0pp |
| Employer contribution / active EE | $490 | $1,680-70.8% | $2,370-79.3% | $2,281-78.5% |
| Participant deferral / active EE | $2,723 | $2,856-4.7% | $3,550-23.3% | $3,203-15.0% |
| Admin fee / account holder | $1,374 | $4,261-67.8% | $5,586-75.4% | $4,296-68.0% |