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 | $65,845 | $67,602-2.6% | $82,312-20.0% | $70,126-6.1% |
| Participation rate | 96.4% | 72.8%+23.6pp | 76.9%+19.5pp | 69.5%+26.8pp |
| Annual return | 12.55% | 21.57%-9.0pp | 25.88%-13.3pp | 73.15%-60.6pp |
| Employer contribution / active EE | $509 | $1,755-71.0% | $2,428-79.0% | $2,343-78.3% |
| Participant deferral / active EE | $2,942 | $2,987-1.5% | $3,706-20.6% | $3,332-11.7% |
| Admin fee / account holder | $11,228 | $4,512+148.9% | $5,608+100.2% | $4,645+141.7% |