Filed June 27, 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 | $100,649 | $69,248+45.3% | $64,101+57.0% | $139,466-27.8% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 10.48% | 45.95%-35.5pp | 33.72%-23.2pp | 373.66%-363.2pp |
| Employer contribution / active EE | $4,389 | $3,185+37.8% | $2,749+59.7% | $4,754-7.7% |
| Participant deferral / active EE | $5,498 | $4,682+17.4% | $3,881+41.7% | $6,712-18.1% |
| Admin fee / account holder | $330 | $4,247-92.2% | $3,070-89.3% | $11,409-97.1% |