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 | $55,030 | $67,411-18.4% | $91,004-39.5% | $70,126-21.5% |
| Participation rate | 95.3% | 71.4%+23.9pp | 75.6%+19.7pp | 69.5%+25.8pp |
| Annual return | 14.04% | -40.16%+54.2pp | 4.60%+9.4pp | 73.15%-59.1pp |
| Employer contribution / active EE | $1,250 | $1,786-30.0% | $2,456-49.1% | $2,343-46.6% |
| Participant deferral / active EE | $3,641 | $2,823+29.0% | $3,548+2.6% | $3,332+9.3% |
| Admin fee / account holder | $537 | $4,236-87.3% | $5,417-90.1% | $4,645-88.4% |