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.)
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 | $8,417 | $51,638-83.7% | $68,368-87.7% | $82,448-89.8% |
| Participation rate | 85.0% | 63.6%+21.4pp | 73.8%+11.2pp | 68.1%+16.9pp |
| Annual return | 20.56% | 37.53%-17.0pp | 292.57%-272.0pp | 41.64%-21.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,366 | $2,914-18.8% | $4,123-42.6% | $4,139-42.8% |
| Admin fee / account holder | $930 | $4,643-80.0% | $5,150-81.9% | $7,234-87.1% |