Filed April 12, 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 | $41,364 | $71,878-42.5% | $86,698-52.3% | $68,486-39.6% |
| Participation rate | 70.9% | 72.2%-1.3pp | 76.6%-5.7pp | 67.9%+3.0pp |
| Annual return | -17.16% | 3.53%-20.7pp | 35.95%-53.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,276 | $2,173-41.3% | $2,837-55.0% | $2,597-50.8% |
| Participant deferral / active EE | $5,208 | $3,779+37.8% | $4,656+11.8% | $4,028+29.3% |
| Admin fee / account holder | $933 | $6,113-84.7% | $7,493-87.6% | $5,404-82.7% |