Filed December 27, 2017
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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 | $38,823 | $46,534-16.6% | $64,097-39.4% | $75,177-48.4% |
| Participation rate | 94.4% | 65.9%+28.5pp | 72.3%+22.1pp | 67.2%+27.2pp |
| Annual return | 12.48% | 26.07%-13.6pp | 33.75%-21.3pp | 160.75%-148.3pp |
| Employer contribution / active EE | $1,665 | $1,976-15.7% | $2,750-39.4% | $2,671-37.6% |
| Participant deferral / active EE | $3,108 | $2,835+9.6% | $3,881-19.9% | $4,126-24.7% |
| Admin fee / account holder | $1,991 | $2,957-32.7% | $3,070-35.1% | $5,651-64.8% |