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 | $36,974 | $49,177-24.8% | $79,466-53.5% | $64,173-42.4% |
| Participation rate | 79.3% | 65.0%+14.3pp | 73.3%+6.0pp | 69.6%+9.7pp |
| Annual return | 10.35% | -1.16%+11.5pp | 718.28%-707.9pp | 7.63%+2.7pp |
| Employer contribution / active EE | $2,389 | $2,076+15.1% | $2,800-14.7% | $2,381+0.3% |
| Participant deferral / active EE | $4,913 | $2,821+74.1% | $3,704+32.6% | $3,470+41.6% |
| Admin fee / account holder | $1,924 | $3,839-49.9% | $5,104-62.3% | $4,887-60.6% |