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 | $167,312 | $103,008+62.4% | $90,304+85.3% | $152,897+9.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.96% | 95.22%-73.3pp | 78.13%-56.2pp | 345.43%-323.5pp |
| Employer contribution / active EE | $4,806 | $3,139+53.1% | $2,855+68.3% | $4,764+0.9% |
| Participant deferral / active EE | $8,128 | $4,281+89.9% | $3,885+109.2% | $5,851+38.9% |
| Admin fee / account holder | $1,427 | $6,175-76.9% | $5,354-73.3% | $11,599-87.7% |