Filed December 1, 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 | $83,704 | $91,559-8.6% | $133,971-37.5% | $79,852+4.8% |
| Participation rate | 88.9% | 73.3%+15.5pp | 79.8%+9.0pp | 69.6%+19.3pp |
| Annual return | 20.30% | 61.85%-41.5pp | 45.09%-24.8pp | 31.72%-11.4pp |
| Employer contribution / active EE | $1,402 | $2,384-41.2% | $3,919-64.2% | $2,471-43.3% |
| Participant deferral / active EE | $3,886 | $3,734+4.1% | $5,047-23.0% | $3,740+3.9% |
| Admin fee / account holder | $310 | $6,321-95.1% | $8,929-96.5% | $5,306-94.1% |