Filed May 17, 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 | $29,983 | $45,566-34.2% | $64,105-53.2% | $59,633-49.7% |
| Participation rate | 82.2% | 60.2%+22.1pp | 68.2%+14.1pp | 68.7%+13.6pp |
| Annual return | -1.46% | 4.95%-6.4pp | 791.24%-792.7pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $2,553 | $934+173.3% | $1,820+40.3% | $2,203+15.9% |
| Participant deferral / active EE | $4,617 | $2,057+124.5% | $2,822+63.6% | $3,192+44.7% |
| Admin fee / account holder | $552 | $3,268-83.1% | $4,499-87.7% | $4,297-87.2% |