Filed November 30, 2017
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,368 | $58,311-89.1% | $81,882-92.2% | $80,959-92.1% |
| Participation rate | 82.4% | 63.5%+18.9pp | 72.4%+10.0pp | 67.7%+14.8pp |
| Annual return | 14.19% | 41.85%-27.7pp | 779.47%-765.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,106 | $3,287-35.9% | $4,323-51.3% | $4,300-51.0% |
| Admin fee / account holder | $827 | $4,752-82.6% | $7,360-88.8% | $6,925-88.1% |