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 | $93,345-20.6% | $119,126-37.8% | $87,485-15.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 14.97% | 19.08%-4.1pp | 282.11%-267.1pp | 26.06%-11.1pp |
| Employer contribution / active EE | $11,807 | $3,172+272.3% | $4,034+192.7% | $2,596+354.8% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $6,350 | $8,039-21.0% | $10,693-40.6% | $7,775-18.3% |