Filed May 11, 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 | $45,331 | $58,828-22.9% | $78,002-41.9% | $62,881-27.9% |
| Participation rate | 90.1% | 71.1%+19.1pp | 75.5%+14.6pp | 69.3%+20.8pp |
| Annual return | 6.89% | 17.16%-10.3pp | 425.99%-419.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,098 | $1,672-34.3% | $2,470-55.6% | $2,281-51.9% |
| Participant deferral / active EE | $3,182 | $2,686+18.5% | $3,497-9.0% | $3,203-0.7% |
| Admin fee / account holder | $359 | $4,393-91.8% | $5,481-93.5% | $4,296-91.6% |