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 | $165,124 | $96,678+70.8% | $86,640+90.6% | $139,466+18.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.69% | 106.69%-83.0pp | 592.52%-568.8pp | 373.66%-350.0pp |
| Employer contribution / active EE | $4,972 | $3,265+52.3% | $3,024+64.4% | $4,754+4.6% |
| Participant deferral / active EE | $10,221 | $4,837+111.3% | $4,438+130.3% | $6,712+52.3% |
| Admin fee / account holder | $8,444 | $6,410+31.7% | $5,616+50.4% | $11,409-26.0% |