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 | $64,414 | $81,208-20.7% | $98,920-34.9% | $79,852-19.3% |
| Participation rate | 97.3% | 72.5%+24.8pp | 76.0%+21.2pp | 69.6%+27.6pp |
| Annual return | 11.51% | 60.99%-49.5pp | 196.47%-185.0pp | 31.72%-20.2pp |
| Employer contribution / active EE | $1,335 | $1,960-31.9% | $2,689-50.4% | $2,471-46.0% |
| Participant deferral / active EE | $3,868 | $3,265+18.5% | $4,245-8.9% | $3,740+3.4% |
| Admin fee / account holder | $3,328 | $6,013-44.6% | $6,643-49.9% | $5,306-37.3% |