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 | $92,732 | $41,377+124.1% | $109,313-15.2% | $62,881+47.5% |
| Participation rate | 84.1% | 57.5%+26.5pp | 71.3%+12.8pp | 69.3%+14.8pp |
| Annual return | 8.16% | 11.05%-2.9pp | 22.07%-13.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $3,805 | $1,276+198.2% | $3,892-2.2% | $2,281+66.8% |
| Participant deferral / active EE | $4,684 | $2,045+129.1% | $3,166+47.9% | $3,203+46.3% |
| Admin fee / account holder | $417 | $2,884-85.5% | $5,666-92.6% | $4,296-90.3% |