Filed May 30, 2018
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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 | $69,950 | $138,366-49.4% | $184,185-62.0% | $80,911-13.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.94% | 20.02%-7.1pp | 28.81%-15.9pp | 35.63%-22.7pp |
| Employer contribution / active EE | $7,089 | $4,849+46.2% | $6,426+10.3% | $2,756+157.2% |
| Participant deferral / active EE | $4,432 | $7,074-37.3% | $9,132-51.5% | $4,297+3.1% |
| Admin fee / account holder | $8,067 | $10,484-23.1% | $13,909-42.0% | $6,935+16.3% |