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 | $67,560 | $78,423-13.9% | $95,964-29.6% | $79,856-15.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.59% | 19.37%-8.8pp | 91.64%-81.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $518 | $1,945-73.4% | $2,541-79.6% | $2,471-79.1% |
| Participant deferral / active EE | $3,402 | $3,440-1.1% | $4,167-18.4% | $3,741-9.1% |
| Admin fee / account holder | $12,867 | $5,622+128.9% | $6,797+89.3% | $5,306+142.5% |