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 | $123,133 | $57,305+114.9% | $86,640+42.1% | $75,173+63.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.84% | 2674.24%-2657.4pp | 592.52%-575.7pp | 160.72%-143.9pp |
| Employer contribution / active EE | $4,499 | $2,316+94.2% | $3,024+48.8% | $2,671+68.4% |
| Participant deferral / active EE | $8,171 | $3,320+146.1% | $4,438+84.1% | $4,126+98.0% |
| Admin fee / account holder | $3,626 | $4,116-11.9% | $5,616-35.4% | $5,651-35.8% |