Filed October 11, 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 | $152,570 | $110,137+38.5% | $161,149-5.3% | $82,637+84.6% |
| Participation rate | 80.8% | 72.4%+8.4pp | 78.8%+1.9pp | 68.1%+12.7pp |
| Annual return | 18.88% | 20.69%-1.8pp | 21.16%-2.3pp | 53.51%-34.6pp |
| Employer contribution / active EE | $18,736 | $2,856+556.0% | $4,360+329.7% | $2,552+634.1% |
| Participant deferral / active EE | $11,141 | $4,575+143.6% | $6,153+81.1% | $4,126+170.0% |
| Admin fee / account holder | $3,050 | $9,467-67.8% | $15,194-79.9% | $7,339-58.4% |