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 | $119,839 | $86,298+38.9% | $111,308+7.7% | $85,847+39.6% |
| Participation rate | 86.0% | 73.3%+12.6pp | 77.3%+8.6pp | 69.3%+16.6pp |
| Annual return | 23.74% | 19.99%+3.8pp | 54.67%-30.9pp | 318.61%-294.9pp |
| Employer contribution / active EE | $8,138 | $2,044+298.2% | $2,732+197.9% | $2,565+217.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,887 | $8,189-64.7% | $7,965-63.8% | $6,261-53.9% |