Filed June 12, 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 | $74,112 | $89,259-17.0% | $107,187-30.9% | $82,637-10.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 14.97% | 21.02%-6.1pp | 204.55%-189.6pp | 53.51%-38.5pp |
| Employer contribution / active EE | $11,807 | $3,080+283.3% | $3,782+212.2% | $2,552+362.6% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,350 | $7,381-14.0% | $9,162-30.7% | $7,339-13.5% |