Filed May 3, 2017
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,237 | $47,944-74.5% | $67,834-82.0% | $62,881-80.5% |
| Participation rate | 93.8% | 61.1%+32.8pp | 68.8%+25.0pp | 69.3%+24.5pp |
| Annual return | 13.79% | 11.77%+2.0pp | 138.47%-124.7pp | 20.14%-6.4pp |
| Employer contribution / active EE | $2,210 | $1,562+41.5% | $2,403-8.0% | $2,281-3.1% |
| Participant deferral / active EE | $4,999 | $2,247+122.5% | $3,160+58.2% | $3,203+56.1% |
| Admin fee / account holder | $534 | $3,712-85.6% | $4,622-88.5% | $4,296-87.6% |