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 | $79,231 | $62,583+26.6% | $76,767+3.2% | $64,173+23.5% |
| Participation rate | 95.2% | 72.8%+22.4pp | 77.0%+18.3pp | 69.6%+25.7pp |
| Annual return | 136.76% | -1.95%+138.7pp | 2.43%+134.3pp | 7.63%+129.1pp |
| Employer contribution / active EE | $6,961 | $1,832+279.9% | $2,485+180.1% | $2,381+192.4% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,823 | $4,667-39.5% | $6,675-57.7% | $4,887-42.2% |