Filed January 3, 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 | $86,104 | $39,162+119.9% | $100,671-14.5% | $59,633+44.4% |
| Participation rate | 85.7% | 55.9%+29.9pp | 70.7%+15.0pp | 68.7%+17.0pp |
| Annual return | -0.59% | 21.07%-21.7pp | 20.43%-21.0pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $3,552 | $1,151+208.7% | $4,012-11.5% | $2,203+61.2% |
| Participant deferral / active EE | $4,656 | $1,992+133.8% | $3,144+48.1% | $3,192+45.9% |
| Admin fee / account holder | $1,733 | $2,969-41.6% | $4,850-64.3% | $4,297-59.7% |