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 | $54,253 | $61,660-12.0% | $80,022-32.2% | $64,173-15.5% |
| Participation rate | 97.1% | 71.7%+25.4pp | 75.8%+21.2pp | 69.6%+27.5pp |
| Annual return | -6.00% | -0.33%-5.7pp | 11.22%-17.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,136 | $1,810-37.3% | $2,468-54.0% | $2,381-52.3% |
| Participant deferral / active EE | $3,779 | $2,968+27.3% | $3,686+2.5% | $3,470+8.9% |
| Admin fee / account holder | $980 | $5,417-81.9% | $6,521-85.0% | $4,887-80.0% |