Filed August 29, 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 | $119,430 | $99,011+20.6% | $86,582+37.9% | $147,586-19.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.90% | 1312.75%-1298.8pp | 965.08%-951.2pp | 578.59%-564.7pp |
| Employer contribution / active EE | $3,343 | $3,132+6.7% | $2,839+17.7% | $4,876-31.4% |
| Participant deferral / active EE | $5,492 | $3,972+38.3% | $3,609+52.2% | $5,439+1.0% |
| Admin fee / account holder | $726 | $5,709-87.3% | $4,904-85.2% | $10,886-93.3% |