Filed April 30, 2018
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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 | $21,706 | $226,135-90.4% | $182,558-88.1% | $152,909-85.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 21.50% | 192.60%-171.1pp | 148.59%-127.1pp | 345.46%-324.0pp |
| Employer contribution / active EE | $1,734 | $4,979-65.2% | $4,076-57.5% | $4,764-63.6% |
| Participant deferral / active EE | $3,814 | $6,371-40.1% | $5,526-31.0% | $5,851-34.8% |
| Admin fee / account holder | $1,300 | $10,707-87.9% | $8,594-84.9% | $11,601-88.8% |