Filed June 4, 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 | $41,141 | $52,911-22.2% | $73,309-43.9% | $59,633-31.0% |
| Participation rate | 77.8% | 68.2%+9.6pp | 74.9%+2.9pp | 68.7%+9.1pp |
| Annual return | -0.93% | 12.20%-13.1pp | 5.67%-6.6pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $3,928 | $1,909+105.8% | $3,237+21.3% | $2,203+78.3% |
| Participant deferral / active EE | $8,537 | $4,069+109.8% | $4,991+71.0% | $3,192+167.5% |
| Admin fee / account holder | $5,506 | $3,835+43.6% | $5,635-2.3% | $4,297+28.1% |