Filed August 31, 2017
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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 | $90,392 | $54,357+66.3% | $82,706+9.3% | $68,495+32.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.52% | -13.67%-1.9pp | 701.76%-717.3pp | -7.84%-7.7pp |
| Employer contribution / active EE | $4,256 | $2,218+91.8% | $3,007+41.5% | $2,596+63.9% |
| Participant deferral / active EE | $8,239 | $3,246+153.8% | $4,394+87.5% | $4,028+104.6% |
| Admin fee / account holder | $3,180 | $4,396-27.7% | $5,329-40.3% | $5,403-41.1% |