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 | $61,915 | $73,009-15.2% | $90,756-31.8% | $68,495-9.6% |
| Participation rate | 96.2% | 70.8%+25.4pp | 75.7%+20.5pp | 67.9%+28.3pp |
| Annual return | -16.70% | -13.81%-2.9pp | -12.16%-4.5pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,589 | $2,193-27.5% | $2,922-45.6% | $2,596-38.8% |
| Participant deferral / active EE | $4,780 | $3,626+31.8% | $4,565+4.7% | $4,028+18.7% |
| Admin fee / account holder | $2,026 | $5,896-65.6% | $8,445-76.0% | $5,403-62.5% |