Filed April 4, 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 | $32,579 | $53,127-38.7% | $86,597-62.4% | $70,131-53.5% |
| Participation rate | 71.9% | 65.3%+6.6pp | 73.5%-1.6pp | 69.5%+2.4pp |
| Annual return | 55.93% | 27.66%+28.3pp | 964.96%-909.0pp | 73.14%-17.2pp |
| Employer contribution / active EE | $2,277 | $2,068+10.1% | $2,840-19.8% | $2,342-2.8% |
| Participant deferral / active EE | $4,616 | $2,696+71.2% | $3,609+27.9% | $3,332+38.6% |
| Admin fee / account holder | $2,887 | $3,585-19.5% | $4,906-41.1% | $4,645-37.8% |